VisionPoint Advisory Group’s PACCAR PCAR Stock Holding History

VisionPoint Advisory Group’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 Q3	$416K	Sell	3,790 -297	-7%	-$37.2K	0.07%	275
2026 Q2	$491K	Sell	4,087 -131	-3%	-$15.5K	0.08%	262
2026 Q1	$487K	Buy	4,218 +18	+0.4%	+$2.18K	0.09%	223
2025 Q4	$460K	Buy	4,200 +39	+0.9%	+$4K	0.09%	223
2025 Q3	$409K	Sell	4,161 -67	-2%	-$6.61K	0.08%	235
2025 Q2	$402K	Buy	+4,228	New	+$391K	0.09%	213
2024 Q3	–	Sell	-44	Closed	-$4.53K	–	619
2024 Q2	$4.53K	Buy	44 +2	+5%	+$220	﹤0.01%	569
2024 Q1	$5.2K	Buy	42 +4	+11%	+$430	﹤0.01%	534
2023 Q4	$3.71K	Sell	38 -19	-33%	-$1.71K	﹤0.01%	532
2023 Q3	$4.84K	Buy	57 +38	+200%	+$3.23K	﹤0.01%	500
2023 Q2	$1.59K	Buy	+19	New	+$1.4K	﹤0.01%	489

Other funds holding PCAR

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

VisionPoint Advisory Group's PCAR Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its PACCAR (PCAR) stake by 7.3% in Q3 2026, selling an estimated $37.2K and leaving 3,790 shares worth $416K. The position accounts for 0.07% of the portfolio, ranked #275.

VisionPoint Advisory Group first reported a position in PCAR in Q2 2023 and has held it in 11 quarters since. The position peaked at $491K in Q2 2026. 262 funds tracked by Wall St. Rank hold PCAR as of Q3 2026.

VisionPoint Advisory Group held 3,790 shares of PACCAR worth $416K as of Q3 2026.
VisionPoint Advisory Group sold 297 PACCAR shares in Q3 2026, an estimated $37.2K.
PACCAR made up 0.07% of VisionPoint Advisory Group's portfolio in Q3 2026, its #275 holding.
VisionPoint Advisory Group first reported a position in PACCAR in Q2 2023 and has held it in 11 quarters since.
VisionPoint Advisory Group's PACCAR position peaked at $491K in Q2 2026.
262 funds tracked by Wall St. Rank held PACCAR as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.