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Valued Wealth Advisors’s PACCAR PCAR Stock Holding History

Valued Wealth 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
Q2 		$20.3K Buy
169
+12
+8% +$1.42K 0.01% 200
2026
Q1 		$18.1K Sell
157
-8
-5% -$967 0.01% 186
2025
Q4 		$18.2K Buy
165
+17
+11% +$1.74K 0.01% 169
2025
Q3 		$14.6K Buy
148
+8
+6% +$789 0.01% 183
2025
Q2 		$13.3K Sell
140
-111
-44% -$10.3K 0.01% 188
2025
Q1 		$24.4K Buy
251
+13
+5% +$1.37K 0.01% 135
2024
Q4 		$25.3K Buy
238
+35
+17% +$3.83K 0.02% 136
2024
Q3 		$20K Sell
203
-11
-5% -$1.08K 0.01% 145
2024
Q2 		$22K Buy
214
+33
+18% +$3.64K 0.02% 120
2024
Q1 		$22.4K Buy
181
+96
+113% +$10.3K 0.02% 113
2023
Q4 		$7.23K Buy
+85
New +$7.63K 0.01% 156

Other funds holding PCAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Valued Wealth Advisors's PCAR Position: Q2 2026 in Review

Valued Wealth Advisors increased its PACCAR (PCAR) stake by 7.6% in Q2 2026, buying an estimated $1.42K and bringing the position to 169 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #200.

Valued Wealth Advisors first reported a position in PCAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.3K in Q4 2024. 1,095 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Valued Wealth Advisors held 169 shares of PACCAR worth $20.3K as of Q2 2026.
  • Valued Wealth Advisors bought 12 PACCAR shares in Q2 2026, an estimated $1.42K.
  • PACCAR made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #200 holding.
  • Valued Wealth Advisors first reported a position in PACCAR in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's PACCAR position peaked at $25.3K in Q4 2024.
  • 1,095 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.