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WR Wealth Planners’s PACCAR PCAR Stock Holding History

WR Wealth Planners’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
2024
Q4 		$5.83K Buy
56
+10
+22% +$1.09K ﹤0.01% 670
2024
Q3 		$4.54K Hold
46
– – ﹤0.01% 762
2024
Q2 		$4.74K Buy
46
+15
+48% +$1.65K ﹤0.01% 728
2024
Q1 		$3.84K Buy
+31
New +$3.33K ﹤0.01% 767
2023
Q4 		– Sell
-45
Closed -$3.83K – 653
2023
Q3 		$3.83K Hold
45
– – ﹤0.01% 708
2023
Q2 		$3.76K Buy
+45
New +$3.33K ﹤0.01% 718

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WR Wealth Planners's PCAR Position: Q4 2024 in Review

WR Wealth Planners increased its PACCAR (PCAR) stake by 22% in Q4 2024, buying an estimated $1.09K and bringing the position to 56 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

WR Wealth Planners first reported a position in PCAR in Q2 2023 and has held it in 6 quarters since. 1,013 funds tracked by Wall St. Rank hold PCAR as of Q4 2024.

  • WR Wealth Planners held 56 shares of PACCAR worth $5.83K as of Q4 2024.
  • WR Wealth Planners bought 10 PACCAR shares in Q4 2024, an estimated $1.09K.
  • PACCAR made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #670 holding.
  • WR Wealth Planners first reported a position in PACCAR in Q2 2023 and has held it in 6 quarters since.
  • 1,013 funds tracked by Wall St. Rank held PACCAR as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.