Unique Wealth Strategies’s PACCAR PCAR Stock Holding History

Unique Wealth Strategies’s Portfolio PCAR Stock Details PCAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-23	Closed	-$2.85K	–	537
2024 Q2	$2.85K	Buy	+23	New	+$2.54K	﹤0.01%	436

Other funds holding PCAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Unique Wealth Strategies's PCAR Position: Q3 2024 in Review

Unique Wealth Strategies sold out of PACCAR (PCAR) in Q3 2024, closing a stake of 23 shares — an estimated $2.85K sold.

Unique Wealth Strategies first reported a position in PCAR in Q2 2024 and held it in 1 quarter. The position peaked at $2.85K in Q2 2024. 958 funds tracked by Wall St. Rank hold PCAR as of Q3 2024.

Unique Wealth Strategies reported no remaining PACCAR position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 23 PACCAR shares in Q3 2024, an estimated $2.85K.
Unique Wealth Strategies first reported a position in PACCAR in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's PACCAR position peaked at $2.85K in Q2 2024.
958 funds tracked by Wall St. Rank held PACCAR as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.