Wealth Enhancement Advisory Services
PCAR icon

Wealth Enhancement Advisory Services’s PACCAR PCAR Stock Holding History

Wealth Enhancement Advisory Services’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 		$42.4M Buy
386,802
+46,867
+14% +$5.87M 0.06% 270
2026
Q2 		$42.3M Buy
339,935
+7,607
+2% +$898K 0.07% 242
2026
Q1 		$39.3M Sell
332,328
-82,519
-20% -$10M 0.08% 235
2025
Q4 		$48.6M Buy
414,847
+13,100
+3% +$1.34M 0.07% 259
2025
Q3 		$38.8M Buy
401,747
+1,620
+0.4% +$160K 0.06% 290
2025
Q2 		$39.1M Buy
400,127
+11,570
+3% +$1.07M 0.06% 270
2025
Q1 		$37.8M Buy
388,557
+4,519
+1% +$477K 0.07% 257
2024
Q4 		$39.9M Sell
384,038
-1,435
-0.4% -$157K 0.08% 244
2024
Q3 		$38M Buy
385,473
+38,498
+11% +$3.76M 0.08% 232
2024
Q2 		$35.7M Sell
346,975
-4,936
-1% -$544K 0.08% 222
2024
Q1 		$43.6M Sell
351,911
-4,890
-1% -$525K 0.11% 183
2023
Q4 		$34.8M Sell
356,801
-544
-0.2% -$48.9K 0.1% 199
2023
Q3 		$30.4M Buy
+357,345
New +$30.4M 0.1% 209

Other funds holding PCAR

Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's PCAR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its PACCAR (PCAR) stake by 14% in Q3 2026, buying an estimated $5.87M and bringing the position to 386,802 shares worth $42.4M. The position accounts for 0.06% of the portfolio, ranked #270.

Wealth Enhancement Advisory Services first reported a position in PCAR in Q3 2023 and has held it in 13 quarters since. The position peaked at $48.6M in Q4 2025. 245 funds tracked by Wall St. Rank hold PCAR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 386,802 shares of PACCAR worth $42.4M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 46,867 PACCAR shares in Q3 2026, an estimated $5.87M.
  • PACCAR made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #270 holding.
  • Wealth Enhancement Advisory Services first reported a position in PACCAR in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's PACCAR position peaked at $48.6M in Q4 2025.
  • 245 funds tracked by Wall St. Rank held PACCAR as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.