Robertson Stephens Wealth Management, LLC

Position in PCAR — Paccar Inc

CIK 1767307 San Francisco, CA

Back to PCAR Full portfolio

Position in PCAR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$212,972

+$9,115 QoQ

Shares Held

1,773

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#818

of 1,090 holders

Holding Since

Dec 2023

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in PCAR Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $24,621,338 across 3 Farm & Heavy Construction Machinery names. PCAR ranks #3 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc	22,564	$24,028,403
2	DE	Deere & Co	599	$379,963
3	PCAR	Paccar Inc This page	1,773	$212,972

All Filings in PCAR

Export CSV

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,972	1,773	+0.5%	Shares	Sole	2026-07-29
2026-03-31	$203,857	1,765	-14.4%	Shares	Sole	2026-04-28
2024-06-30	$212,262	2,062	-4.3%	Shares	Sole	2024-08-13
2024-03-31	$266,859	2,154	+7.9%	Shares	Sole	2024-05-15
2023-12-31	$194,909	1,996	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.