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

Wealth Enhancement Trust 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 		– Sell
-27
Closed -$4.04K – 1548
2026
Q1 		$4.04K Sell
27
-1
-4% -$158 ﹤0.01% 651
2025
Q4 		$4.43K Buy
+28
New +$4.6K ﹤0.01% 606

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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 Trust Services's PAG Position: Q2 2026 in Review

Wealth Enhancement Trust Services sold out of Penske Automotive Group (PAG) in Q2 2026, closing a stake of 27 shares — an estimated $4.04K sold.

Wealth Enhancement Trust Services first reported a position in PAG in Q4 2025 and held it in 2 quarters. The position peaked at $4.43K in Q4 2025. 392 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Wealth Enhancement Trust Services reported no remaining Penske Automotive Group position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 27 Penske Automotive Group shares in Q2 2026, an estimated $4.04K.
  • Wealth Enhancement Trust Services first reported a position in Penske Automotive Group in Q4 2025 and held it in 2 quarters.
  • Wealth Enhancement Trust Services's Penske Automotive Group position peaked at $4.43K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

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