Valeo Financial Advisors’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $529K | Buy |
4,406
+212
| +5% | +$25K | 0.01% | 432 |
|
|
2026
Q1 | $484K | Sell |
4,194
-2,470
| -37% | -$299K | 0.01% | 423 |
|
|
2025
Q4 | $730K | Buy |
6,664
+299
| +5% | +$30.6K | 0.02% | 376 |
|
|
2025
Q3 | $626K | Buy |
6,365
+76
| +1% | +$7.5K | 0.01% | 410 |
|
|
2025
Q2 | $598K | Sell |
6,289
-265
| -4% | -$24.5K | 0.01% | 414 |
|
|
2025
Q1 | $638K | Buy |
6,554
+84
| +1% | +$8.86K | 0.02% | 346 |
|
|
2024
Q4 | $673K | Buy |
6,470
+46
| +0.7% | +$5.03K | 0.02% | 346 |
|
|
2024
Q3 | $634K | Sell |
6,424
-1
| -0% | -$98 | 0.02% | 356 |
|
|
2024
Q2 | $661K | Buy |
6,425
+412
| +7% | +$45.4K | 0.02% | 313 |
|
|
2024
Q1 | $684K | Buy |
6,013
+61
| +1% | +$6.55K | 0.02% | 297 |
|
|
2023
Q4 | $581K | Buy |
5,952
+1,240
| +26% | +$111K | 0.02% | 319 |
|
|
2023
Q3 | $401K | Buy |
4,712
+439
| +10% | +$37.3K | 0.02% | 385 |
|
|
2023
Q2 | $357K | Buy |
4,273
+27
| +0.6% | +$2K | 0.02% | 392 |
|
|
2023
Q1 | $311K | Buy |
4,246
+493
| +13% | +$35.3K | 0.02% | 436 |
|
|
2022
Q4 | $248K | Buy |
+3,753
| New | +$245K | 0.01% | 431 |
|
|
2021
Q2 | – | Sell |
-2,547
| Closed | -$158K | – | 1421 |
|
|
2021
Q1 | $158K | Buy |
2,547
+481
| +23% | +$30.1K | 0.01% | 501 |
|
|
2020
Q4 | $119K | Sell |
2,066
-216
| -9% | -$12.7K | 0.01% | 527 |
|
|
2020
Q3 | $130K | Sell |
2,282
-118
| -5% | -$6.62K | 0.01% | 420 |
|
|
2020
Q2 | $120K | Buy |
2,400
+10
| +0.4% | +$467 | 0.01% | 446 |
|
|
2020
Q1 | $107K | Sell |
2,390
-507
| -18% | -$23.9K | 0.01% | 412 |
|
|
2019
Q4 | $153K | Hold |
2,897
| – | – | 0.01% | 371 |
|
|
2019
Q3 | $135K | Hold |
2,897
| – | – | 0.01% | 365 |
|
|
2019
Q2 | $138K | Sell |
2,897
-697
| -19% | -$32.4K | 0.02% | 367 |
|
|
2019
Q1 | $163K | Buy |
3,594
+1,287
| +56% | +$56K | 0.02% | 322 |
|
|
2018
Q4 | $88K | Sell |
2,307
-915
| -28% | -$36.5K | 0.01% | 405 |
|
|
2018
Q3 | $123K | Buy |
3,222
+1,485
| +85% | +$65.5K | 0.02% | 355 |
|
|
2018
Q2 | $74K | Buy |
1,737
+642
| +59% | +$27.8K | 0.01% | 465 |
|
|
2018
Q1 | $48K | Buy |
1,095
+180
| +20% | +$8.52K | 0.01% | 499 |
|
|
2017
Q4 | $43K | Buy |
915
+315
| +53% | +$14.9K | 0.01% | 498 |
|
|
2017
Q3 | $29K | Buy |
+600
| New | +$27.1K | 0.01% | 505 |
|
Other funds holding PCAR
Valeo Financial Advisors's PCAR Position: Q2 2026 in Review
Valeo Financial Advisors increased its PACCAR (PCAR) stake by 5.1% in Q2 2026, buying an estimated $25K and bringing the position to 4,406 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #432.
Valeo Financial Advisors first reported a position in PCAR in Q3 2017 and has held it in 30 quarters since. The position peaked at $730K in Q4 2025. 1,091 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.
- Valeo Financial Advisors held 4,406 shares of PACCAR worth $529K as of Q2 2026.
- Valeo Financial Advisors bought 212 PACCAR shares in Q2 2026, an estimated $25K.
- PACCAR made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #432 holding.
- Valeo Financial Advisors first reported a position in PACCAR in Q3 2017 and has held it in 30 quarters since.
- Valeo Financial Advisors's PACCAR position peaked at $730K in Q4 2025.
- 1,091 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.