PAG β€” PENSKE AUTOMOTIVE

Ownership history in Integrated Wealth Concepts LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in PENSKE AUTOMOTIVE (PAG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    PAG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,534 +96 +6.7% 0.00% $267K $170.92
2025 Q2 INITIATED 1,438 β€” β€” 0.00% $247K $167.64

🏒 Other funds also holding PAG

As of 2025 Q4 β€” sorted by position size

BRUNI J V & CO /CO 3Y 7Y 2.75% Applied Capital LLC/FL 3Y 2.52% Meixler Investment Management, Ltd. 3Y 0.82% PRIVATE MANAGEMENT GROUP INC 3Y 7Y 0.8% Moran Wealth Management, LLC 3Y 0.72% nVerses Capital, LLC 0.71% DIAMANT ASSET MANAGEMENT, INC. 3Y 7Y 0.68% GAMCO INVESTORS, INC. ET AL 3Y 7Y 0.6% Bluesphere Advisors LLC 3Y 0.57% Independent Solutions Wealth Management, LLC 0.49%
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