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Whipplewood Advisors’s PACCAR PCAR Stock Holding History

Whipplewood Advisors’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 		$1.2K Sell
10
-71
-88% -$8.38K ﹤0.01% 521
2026
Q1 		$9.36K Buy
+81
New +$9.79K ﹤0.01% 505
2025
Q3 		– Sell
-81
Closed -$7.7K – 921
2025
Q2 		$7.7K Sell
81
-13,567
-99% -$1.25M ﹤0.01% 612
2025
Q1 		$11.1K Buy
13,648
+13,567
+16,749% +$1.43M 0.01% 546
2024
Q4 		$8.43K Buy
+81
New +$8.86K ﹤0.01% 584

Other funds holding PCAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Whipplewood Advisors's PCAR Position: Q2 2026 in Review

Whipplewood Advisors reduced its PACCAR (PCAR) stake by 88% in Q2 2026, selling an estimated $8.38K and leaving 10 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Whipplewood Advisors first reported a position in PCAR in Q4 2024 and has held it in 5 quarters since. The position peaked at $11.1K in Q1 2025. 1,098 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Whipplewood Advisors held 10 shares of PACCAR worth $1.2K as of Q2 2026.
  • Whipplewood Advisors sold 71 PACCAR shares in Q2 2026, an estimated $8.38K.
  • PACCAR made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #521 holding.
  • Whipplewood Advisors first reported a position in PACCAR in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's PACCAR position peaked at $11.1K in Q1 2025.
  • 1,098 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.