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Wealthspire Advisors (New York)’s Penske Automotive Group PAG Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$314K Sell
2,099
-274
-12% -$43.4K ﹤0.01% 708
2025
Q4 		$376K Buy
2,373
+282
+13% +$46.4K ﹤0.01% 713
2025
Q3 		$364K Sell
2,091
-771
-27% -$137K ﹤0.01% 613
2025
Q2 		$492K Buy
2,862
+85
+3% +$13.6K ﹤0.01% 542
2025
Q1 		$400K Buy
2,777
+39
+1% +$6.25K ﹤0.01% 572
2024
Q4 		$417K Buy
2,738
+63
+2% +$9.99K ﹤0.01% 564
2024
Q3 		$434K Buy
2,675
+1,033
+63% +$165K ﹤0.01% 526
2024
Q2 		$245K Sell
1,642
-587
-26% -$89.2K ﹤0.01% 579
2024
Q1 		$361K Sell
2,229
-48
-2% -$7.33K ﹤0.01% 492
2023
Q4 		$365K Hold
2,277
– – 0.01% 475
2023
Q3 		$380K Buy
+2,277
New +$381K 0.01% 438
2022
Q2 		– Sell
-32,000
Closed -$3M – 516
2022
Q1 		$3M Hold
32,000
– – 0.07% 100
2021
Q4 		$3.43M Sell
32,000
-56
-0.2% -$5.86K 0.08% 100
2021
Q3 		$3.23M Buy
32,056
+56
+0.2% +$4.91K 0.07% 118
2021
Q2 		$2.42M Hold
32,000
– – 0.06% 100
2021
Q1 		$2.57M Hold
32,000
– – 0.06% 145
2020
Q4 		$1.9M Buy
+32,000
New +$1.8M 0.06% 143
2020
Q2 		– Sell
-32,664
Closed -$915K – 454
2020
Q1 		$915K Buy
+32,664
New +$1.42M 0.04% 211

Other funds holding PAG

DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s PAG Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Penske Automotive Group (PAG) stake by 12% in Q1 2026, selling an estimated $43.4K and leaving 2,099 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Wealthspire Advisors (New York) first reported a position in PAG in Q1 2020 and has held it in 18 quarters since. The position peaked at $3.43M in Q4 2021. 374 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • Wealthspire Advisors (New York) held 2,099 shares of Penske Automotive Group worth $314K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 274 Penske Automotive Group shares in Q1 2026, an estimated $43.4K.
  • Penske Automotive Group made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #708 holding.
  • Wealthspire Advisors (New York) first reported a position in Penske Automotive Group in Q1 2020 and has held it in 18 quarters since.
  • Wealthspire Advisors (New York)'s Penske Automotive Group position peaked at $3.43M in Q4 2021.
  • 374 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.