AWM
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Able Wealth Management’s PagerDuty PD Stock Holding History

Able Wealth Management’s Portfolio PD Stock Details PD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$175K Buy
+11,205
New +$136K 0.04% 182

Other funds holding PD

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Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Able Wealth Management's PD Position: Q3 2026 in Review

Able Wealth Management opened a new position in PagerDuty (PD) in Q3 2026: 11,205 shares worth $175K. The stake represents 0.04% of the portfolio and ranks #182 among its holdings.

22 funds tracked by Wall St. Rank hold PD as of Q3 2026.

  • Able Wealth Management held 11,205 shares of PagerDuty worth $175K as of Q3 2026.
  • PagerDuty was a new Able Wealth Management position in Q3 2026.
  • PagerDuty made up 0.04% of Able Wealth Management's portfolio in Q3 2026, its #182 holding.
  • 22 funds tracked by Wall St. Rank held PagerDuty as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.