Wealth Enhancement Advisory Services
PAG icon

Wealth Enhancement Advisory Services’s Penske Automotive Group PAG Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Sell
6,209
-29,628
-83% -$4.95M ﹤0.01% 1938
2026
Q1 		$5.35M Sell
35,837
-11,756
-25% -$1.86M 0.01% 872
2025
Q4 		$7.73M Buy
47,593
+37,967
+394% +$6.24M 0.01% 801
2025
Q3 		$1.63M Buy
9,626
+1,748
+22% +$312K ﹤0.01% 1570
2025
Q2 		$1.44M Buy
7,878
+2,615
+50% +$419K ﹤0.01% 1527
2025
Q1 		$758K Sell
5,263
-901
-15% -$144K ﹤0.01% 1769
2024
Q4 		$940K Sell
6,164
-817
-12% -$130K ﹤0.01% 1586
2024
Q3 		$1.13M Buy
6,981
+4,559
+188% +$727K ﹤0.01% 1326
2024
Q2 		$361K Buy
2,422
+827
+52% +$126K ﹤0.01% 1853
2024
Q1 		$258K Buy
1,595
+28
+2% +$4.28K ﹤0.01% 2012
2023
Q4 		$252K Buy
1,567
+132
+9% +$20.2K ﹤0.01% 1948
2023
Q3 		$240K Buy
+1,435
New +$240K ﹤0.01% 1879
2021
Q2 		– Sell
-16,466
Closed -$1.34M – 298
2021
Q1 		$1.34M Buy
16,466
+227
+1% +$15.9K 0.02% 163
2020
Q4 		$1.05M Sell
16,239
-28,275
-64% -$1.59M 0.02% 160
2020
Q3 		$2.44M Buy
+44,514
New +$2.07M 0.06% 100
2017
Q2 		– Sell
-15,254
Closed -$699K – 179
2017
Q1 		$699K Sell
15,254
-1,715
-10% -$87.6K 0.07% 133
2016
Q4 		$880K Buy
16,969
+8
+0% +$390 0.11% 91
2016
Q3 		$848K Buy
+16,961
New +$706K 0.13% 97

Other funds holding PAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services's PAG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Penske Automotive Group (PAG) stake by 83% in Q2 2026, selling an estimated $4.95M and leaving 6,209 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

Wealth Enhancement Advisory Services first reported a position in PAG in Q3 2016 and has held it in 18 quarters since. The position peaked at $7.73M in Q4 2025. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 6,209 shares of Penske Automotive Group worth $1.21M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 29,628 Penske Automotive Group shares in Q2 2026, an estimated $4.95M.
  • Penske Automotive Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1938 holding.
  • Wealth Enhancement Advisory Services first reported a position in Penske Automotive Group in Q3 2016 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's Penske Automotive Group position peaked at $7.73M in Q4 2025.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.