UCFA
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United Capital Financial Advisors’s PACCAR PCAR Stock Holding History

United Capital Financial Advisors’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
2026
Q1 		$2.91M Buy
25,188
+3,399
+16% +$411K 0.02% 476
2025
Q4 		$2.39M Sell
21,789
-251
-1% -$25.7K 0.01% 491
2025
Q3 		$2.17M Buy
22,040
+511
+2% +$50.4K 0.02% 451
2025
Q2 		$2.05M Sell
21,529
-3,107
-13% -$287K 0.02% 438
2025
Q1 		$2.4M Buy
24,636
+1,876
+8% +$198K 0.02% 392
2024
Q4 		$2.37M Buy
22,760
+684
+3% +$74.9K 0.02% 383
2024
Q3 		$2.18M Buy
22,076
+654
+3% +$63.9K 0.02% 399
2024
Q2 		$2.21M Sell
21,422
-55
-0.3% -$6.06K 0.02% 381
2024
Q1 		$2.66M Sell
21,477
-921
-4% -$99K 0.02% 377
2023
Q4 		$2.19M Sell
22,398
-4,517
-17% -$406K 0.02% 403
2023
Q3 		$2.29M Sell
26,915
-272
-1% -$23.1K 0.02% 406
2023
Q2 		$2.27M Buy
27,187
+11,983
+79% +$886K 0.01% 430
2023
Q1 		$1.11M Sell
15,204
-4,872
-24% -$349K 0.01% 553
2022
Q4 		$1.32M Sell
20,076
-365,106
-95% -$23.9M 0.01% 555
2022
Q3 		$21.5M Sell
385,182
-11,490
-3% -$668K 0.13% 152
2022
Q2 		$21.8M Buy
396,672
+82
+0% +$4.62K 0.12% 165
2022
Q1 		$23.3M Sell
396,590
-612,837
-61% -$37.4M 0.11% 173
2021
Q4 		$59.4M Sell
1,009,427
-77,128
-7% -$4.46M 0.27% 73
2021
Q3 		$57.2M Sell
1,086,555
-47
-0% -$2.61K 0.29% 71
2021
Q2 		$64.7M Sell
1,086,602
-1,564
-0.1% -$95.9K 0.33% 64
2021
Q1 		$67.4M Sell
1,088,166
-2,789
-0.3% -$174K 0.37% 58
2020
Q4 		$62.8M Buy
1,090,955
+88,565
+9% +$5.2M 0.38% 55
2020
Q3 		$57M Buy
1,002,390
+1,660
+0.2% +$93.1K 0.37% 59
2020
Q2 		$49.9M Sell
1,000,730
-8,019
-0.8% -$375K 0.36% 66
2020
Q1 		$41.1M Buy
1,008,749
+5,102
+0.5% +$240K 0.34% 65
2019
Q4 		$52.9M Buy
1,003,647
+19,371
+2% +$996K 0.34% 62
2019
Q3 		$45.9M Sell
984,276
-8,501
-0.9% -$388K 0.32% 67
2019
Q2 		$47.4M Buy
992,777
+764
+0.1% +$35.5K 0.31% 72
2019
Q1 		$45.1M Sell
992,013
-329
-0% -$14.3K 0.32% 72
2018
Q4 		$37.8M Sell
992,342
-2,431
-0.2% -$97K 0.3% 74
2018
Q3 		$45.2M Buy
994,773
+69,094
+7% +$3.05M 0.32% 67
2018
Q2 		$38.2M Sell
925,679
-2,611
-0.3% -$113K 0.29% 73
2018
Q1 		$41M Buy
928,290
+4,611
+0.5% +$218K 0.31% 70
2017
Q4 		$43.8M Buy
923,679
+909,984
+6,645% +$43M 0.35% 62
2017
Q3 		$660K Sell
13,695
-230
-2% -$10.4K 0.01% 890
2017
Q2 		$613K Sell
13,925
-654
-4% -$28.3K 0.01% 880
2017
Q1 		$653K Sell
14,579
-904
-6% -$40.7K 0.01% 850
2016
Q4 		$660K Sell
15,483
-29,231
-65% -$1.18M 0.01% 860
2016
Q3 		$1.75M Sell
44,714
-15,661
-26% -$596K 0.02% 624
2016
Q2 		$2.09M Sell
60,375
-3,177
-5% -$117K 0.02% 542
2016
Q1 		$2.32M Sell
63,552
-7,367
-10% -$247K 0.03% 499
2015
Q4 		$2.24M Sell
70,919
-7,195
-9% -$245K 0.03% 530
2015
Q3 		$2.72M Buy
78,114
+7,266
+10% +$294K 0.03% 464
2015
Q2 		$3.01M Sell
70,848
-419
-0.6% -$18.1K 0.03% 477
2015
Q1 		$3.1M Sell
71,267
-2,668
-4% -$113K 0.04% 456
2014
Q4 		$3.35M Sell
73,935
-627
-0.8% -$27.1K 0.05% 352
2014
Q3 		$2.83M Buy
74,562
+2,808
+4% +$117K 0.05% 348
2014
Q2 		$3.01M Buy
71,754
+397
+0.6% +$17K 0.06% 326
2014
Q1 		$3.21M Buy
71,357
+17,679
+33% +$728K 0.07% 283
2013
Q4 		$2.12M Buy
+53,678
New +$2.03M 0.07% 234
2013
Q3 		– Sell
-55,679
Closed -$1.99M – 728
2013
Q2 		$1.99M Buy
+55,679
New +$1.92M 0.05% 309

Other funds holding PCAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

United Capital Financial Advisors's PCAR Position: Q1 2026 in Review

United Capital Financial Advisors increased its PACCAR (PCAR) stake by 16% in Q1 2026, buying an estimated $411K and bringing the position to 25,188 shares worth $2.91M. The position accounts for 0.02% of the portfolio, ranked #476.

United Capital Financial Advisors first reported a position in PCAR in Q2 2013 and has held it in 51 quarters since. The position peaked at $67.4M in Q1 2021. 1,076 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

  • United Capital Financial Advisors held 25,188 shares of PACCAR worth $2.91M as of Q1 2026.
  • United Capital Financial Advisors bought 3,399 PACCAR shares in Q1 2026, an estimated $411K.
  • PACCAR made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #476 holding.
  • United Capital Financial Advisors first reported a position in PACCAR in Q2 2013 and has held it in 51 quarters since.
  • United Capital Financial Advisors's PACCAR position peaked at $67.4M in Q1 2021.
  • 1,076 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.