WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in PAG — Penske Automotive Group, Inc.
CIK 1632972
PLYMOUTH, MN
Position in PAG
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$5,358,348
-$2,175,147 QoQ
Shares Held
35,837
-24.7% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
14 quarters on record
Voting authority
Sole 2.360688673717108.ToString("F0")%
Shared 0.ToString("F0")%
None 97.6393113262829.ToString("F0")%
Common Shares in PAG Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $20,924,775 across 13 Auto & Truck Dealerships names. PAG ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMX |
Carmax Inc
|
185,243 | $7,702,403 | |
| 2 | PAG |
Penske Automotive Group, Inc.
This page
|
35,837 | $5,358,348 | |
| 3 | AN |
Autonation, Inc.
|
16,906 | $3,301,065 | |
| 4 | SAH |
Sonic Automotive Inc
|
18,298 | $1,254,693 | |
| 5 | RUSHA |
Rush Enterprises Inc \Tx\
|
8,628 | $570,397 | |
| 6 | CVNA |
Carvana Co.
|
8,390 | $527,529 | |
| 7 | MCW |
Mister Car Wash, Inc.
|
68,735 | $479,082 | |
| 8 | CARG |
CarGurus, Inc.
|
11,602 | $395,048 |
All Filings in PAG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||