Position in PAG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$18,547,988
+$2,517,949 QoQ
Shares Held
103,649
-3.3% QoQ
Ownership
0.158%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#34
of 391 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026Moran Wealth Management, LLC holds $18,547,988 across 1 Auto & Truck Dealerships name. PAG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAG |
Penske Automotive Group, Inc.
This page
|
103,649 | $18,547,988 |
All Filings in PAG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,547,988 | 103,649 | Shares | Sole | 2026-08-05 | |
| 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. | ||||||