Position in PAG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$16,030,039
-$7,543,932 QoQ
Shares Held
107,210
-28.0% QoQ
Ownership
0.163%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAG Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026Moran Wealth Management, LLC holds $16,071,788 across 2 Auto & Truck Dealerships names. PAG ranks #1 (99.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAG |
Penske Automotive Group, Inc.
This page
|
107,210 | $16,030,039 | |
| 2 | CVNA |
Carvana Co.
|
664 | $41,749 |
All Filings in PAG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,030,039 | 107,210 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $23,573,971 | 148,929 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $26,590,491 | 152,898 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $26,099,657 | 151,910 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $22,116,047 | 153,605 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $14,157,255 | 92,871 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||