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Waldron Private Wealth’s PACCAR PCAR Stock Holding History

Waldron Private Wealth’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
Q1 		– Sell
-4,878
Closed -$507K – 390
2024
Q4 		$507K Buy
4,878
+26
+0.5% +$2.85K 0.02% 251
2024
Q3 		$479K Sell
4,852
-4
-0.1% -$391 0.02% 255
2024
Q2 		$500K Buy
4,856
+6
+0.1% +$661 0.02% 236
2024
Q1 		$601K Buy
4,850
+22
+0.5% +$2.36K 0.03% 212
2023
Q4 		$487K Sell
4,828
-132
-3% -$11.9K 0.02% 239
2023
Q3 		$422K Buy
4,960
+149
+3% +$12.7K 0.02% 252
2023
Q2 		$402K Sell
4,811
-183
-4% -$13.5K 0.02% 255
2023
Q1 		$366K Buy
4,994
+54
+1% +$3.86K 0.02% 298
2022
Q4 		$275K Hold
4,940
– – 0.02% 312
2022
Q3 		$275K Buy
4,940
+138
+3% +$8.02K 0.02% 314
2022
Q2 		$263K Buy
4,802
+873
+22% +$49.2K 0.01% 319
2022
Q1 		$230K Buy
3,929
+179
+5% +$10.9K 0.01% 367
2021
Q4 		$224K Buy
+3,750
New +$217K 0.01% 352
2021
Q1 		– Sell
-3,702
Closed -$214K – 311
2020
Q4 		$214K Buy
+3,702
New +$217K 0.02% 276

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Waldron Private Wealth's PCAR Position: Q1 2025 in Review

Waldron Private Wealth sold out of PACCAR (PCAR) in Q1 2025, closing a stake of 4,878 shares — an estimated $507K sold.

Waldron Private Wealth first reported a position in PCAR in Q4 2020 and held it in 14 quarters. The position peaked at $601K in Q1 2024. 1,001 funds tracked by Wall St. Rank hold PCAR as of Q1 2025.

  • Waldron Private Wealth reported no remaining PACCAR position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 4,878 PACCAR shares in Q1 2025, an estimated $507K.
  • Waldron Private Wealth first reported a position in PACCAR in Q4 2020 and held it in 14 quarters.
  • Waldron Private Wealth's PACCAR position peaked at $601K in Q1 2024.
  • 1,001 funds tracked by Wall St. Rank held PACCAR as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.