Wealthspire Advisors (New York)’s PACCAR PCAR Stock Holding History

Wealthspire Advisors (New York)’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 Q1	–	Sell	-4,536	Closed	-$497K	–	1055
2025 Q4	$497K	Buy	4,536 +4,223	+1,349%	+$433K	﹤0.01%	606
2025 Q3	$30.8K	Buy	+313	New	+$30.9K	﹤0.01%	1450
2021 Q2	–	Sell	-8,231	Closed	-$510K	–	579
2021 Q1	$510K	Buy	8,231 +609	+8%	+$38.1K	0.01%	393
2020 Q4	$438K	Buy	7,622 +1,452	+24%	+$85.3K	0.01%	332
2020 Q3	$351K	Buy	+6,170	New	+$346K	0.02%	218
2020 Q2	–	Sell	-5,939	Closed	-$242K	–	455
2020 Q1	$242K	Buy	+5,939	New	+$279K	0.01%	444
2019 Q1	–	Sell	-387	Closed	-$15K	–	587
2018 Q4	$15K	Buy	+387	New	+$15.4K	﹤0.01%	405

Other funds holding PCAR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of PACCAR (PCAR) in Q1 2026, closing a stake of 4,536 shares — an estimated $497K sold.

Wealthspire Advisors (New York) first reported a position in PCAR in Q4 2018 and held it in 7 quarters. The position peaked at $510K in Q1 2021. 1,079 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining PACCAR position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 4,536 PACCAR shares in Q1 2026, an estimated $497K.
Wealthspire Advisors (New York) first reported a position in PACCAR in Q4 2018 and held it in 7 quarters.
Wealthspire Advisors (New York)'s PACCAR position peaked at $510K in Q1 2021.
1,079 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

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