WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in PAG — Penske Automotive Group, Inc.
CIK 1632972
PLYMOUTH, MN
Position in PAG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,111,100
-$4,247,248 QoQ
Shares Held
6,209
-82.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#138
of 387 holders
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PAG Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $24,652,968 across 15 Auto & Truck Dealerships names. PAG ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMX |
Carmax Inc
|
154,702 | $8,182,188 | |
| 2 | AN |
Autonation, Inc.
|
22,081 | $4,102,428 | |
| 3 | CVNA |
Carvana Co.
|
47,734 | $3,141,851 | |
| 4 | SAH |
Sonic Automotive Inc
|
32,767 | $2,778,313 | |
| 5 | PAG |
Penske Automotive Group, Inc.
This page
|
6,209 | $1,111,100 | |
| 6 | RUSHA |
Rush Enterprises Inc \Tx\
|
14,171 | $1,034,341 | |
| 7 | LAD |
Lithia Motors Inc
|
3,342 | $970,817 | |
| 8 | ACVA |
ACV Auctions Inc.
|
88,289 | $634,797 |
All Filings in PAG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,111,100 | 6,209 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,358,348 | 35,837 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $7,533,495 | 47,593 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,674,057 | 9,626 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,353,519 | 7,878 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $757,766 | 5,263 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $939,640 | 6,164 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,133,854 | 6,981 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $360,926 | 2,422 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $258,374 | 1,595 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $251,519 | 1,567 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $239,731 | 1,435 | Shares | Sole | 2023-11-13 | |
| 2021-03-31 | $1,321,231 | 16,466 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $964,434 | 16,239 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,121,537 | 44,514 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||