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Wingate Wealth Advisors’s PACCAR PCAR Stock Holding History

Wingate Wealth 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
2025
Q1 		– Sell
-614
Closed -$63.9K – 320
2024
Q4 		$63.9K Buy
+614
New +$67.2K 0.06% 188

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wingate Wealth Advisors's PCAR Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of PACCAR (PCAR) in Q1 2025, closing a stake of 614 shares — an estimated $63.9K sold.

Wingate Wealth Advisors first reported a position in PCAR in Q4 2024 and held it in 1 quarter. The position peaked at $63.9K in Q4 2024. 1,001 funds tracked by Wall St. Rank hold PCAR as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining PACCAR position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 614 PACCAR shares in Q1 2025, an estimated $63.9K.
  • Wingate Wealth Advisors first reported a position in PACCAR in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's PACCAR position peaked at $63.9K in Q4 2024.
  • 1,001 funds tracked by Wall St. Rank held PACCAR as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.