WealthPlan Investment Management’s PACCAR PCAR Stock Holding History

WealthPlan Investment Management’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 Q2	$280K	Sell	2,333 -79	-3%	-$9.32K	0.01%	407
2026 Q1	$279K	Buy	2,412 +114	+5%	+$13.8K	0.02%	404
2025 Q4	$252K	Buy	2,298 +17	+0.7%	+$1.74K	0.02%	336
2025 Q3	$224K	Buy	2,281 +6	+0.3%	+$592	0.01%	305
2025 Q2	$216K	Buy	2,275 +7	+0.3%	+$647	0.02%	328
2025 Q1	$221K	Buy	2,268 +5	+0.2%	+$527	0.02%	251
2024 Q4	$235K	Buy	+2,263	New	+$248K	0.02%	241
2024 Q2	–	Sell	-1,743	Closed	-$216K	–	192
2024 Q1	$216K	Buy	+1,743	New	+$187K	0.03%	173
2023 Q3	–	Sell	-1,734	Closed	-$145K	–	291
2023 Q2	$145K	Buy	1,734 +6	+0.3%	+$444	0.04%	140
2023 Q1	$126K	Buy	+1,728	New	+$124K	0.02%	184

Other funds holding PCAR

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

WealthPlan Investment Management's PCAR Position: Q2 2026 in Review

WealthPlan Investment Management reduced its PACCAR (PCAR) stake by 3.3% in Q2 2026, selling an estimated $9.32K and leaving 2,333 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #407.

WealthPlan Investment Management first reported a position in PCAR in Q1 2023 and has held it in 10 quarters since. 359 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

WealthPlan Investment Management held 2,333 shares of PACCAR worth $280K as of Q2 2026.
WealthPlan Investment Management sold 79 PACCAR shares in Q2 2026, an estimated $9.32K.
PACCAR made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #407 holding.
WealthPlan Investment Management first reported a position in PACCAR in Q1 2023 and has held it in 10 quarters since.
359 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.