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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
Q2 		$503K Buy
2,813
+714
+34% +$119K ﹤0.01% 799
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

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

Wealthspire Advisors (New York)'s PAG Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Penske Automotive Group (PAG) stake by 34% in Q2 2026, buying an estimated $119K and bringing the position to 2,813 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Wealthspire Advisors (New York) first reported a position in PAG in Q1 2020 and has held it in 19 quarters since. The position peaked at $3.43M in Q4 2021. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Wealthspire Advisors (New York) held 2,813 shares of Penske Automotive Group worth $503K as of Q2 2026.
  • Wealthspire Advisors (New York) bought 714 Penske Automotive Group shares in Q2 2026, an estimated $119K.
  • Penske Automotive Group made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #799 holding.
  • Wealthspire Advisors (New York) first reported a position in Penske Automotive Group in Q1 2020 and has held it in 19 quarters since.
  • Wealthspire Advisors (New York)'s Penske Automotive Group position peaked at $3.43M in Q4 2021.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.