Virtus Investment Advisers’s PACCAR PCAR Stock Holding History

Virtus Investment Advisers’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
2025 Q2	–	Sell	-13,247	Closed	-$1.29M	–	478
2025 Q1	$1.29M	Buy	+13,247	New	+$1.4M	0.35%	79
2024 Q3	–	Sell	-533	Closed	-$54.9K	–	368
2024 Q2	$54.9K	Sell	533 -277	-34%	-$30.5K	0.05%	264
2024 Q1	$100K	Sell	810 -86	-10%	-$9.24K	0.07%	246
2023 Q4	$87.5K	Hold	896	–	–	0.07%	249
2023 Q3	$76.2K	Buy	+896	New	+$76.2K	0.05%	234
2018 Q1	–	Sell	-45,509	Closed	-$2.16M	–	326
2017 Q4	$2.16M	Buy	45,509 +30,848	+210%	+$1.46M	0.23%	130
2017 Q3	$707K	Sell	14,661 -1,772	-11%	-$79.9K	0.07%	262
2017 Q2	$723K	Sell	16,433 -2,137	-12%	-$92.3K	0.07%	270
2017 Q1	$832K	Sell	18,570 -2,483	-12%	-$112K	0.07%	267
2016 Q4	$897K	Buy	21,053 +14,544	+223%	+$586K	0.07%	287
2016 Q3	$255K	Buy	+6,509	New	+$248K	0.02%	421

Other funds holding PCAR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Bank of America

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

Geode Capital Management

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

Massachusetts Financial Services

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return