Acumen Wealth Advisors’s Pegasystems PEGA Stock Holding History

Acumen Wealth Advisors’s Portfolio PEGA Stock Details PEGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-104	Closed	-$6.21K	–	542
2025 Q4	$6.21K	Buy	+104	New	+$6.09K	﹤0.01%	350

Other funds holding PEGA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Acumen Wealth Advisors's PEGA Position: Q1 2026 in Review

Acumen Wealth Advisors sold out of Pegasystems (PEGA) in Q1 2026, closing a stake of 104 shares — an estimated $6.21K sold.

Acumen Wealth Advisors first reported a position in PEGA in Q4 2025 and held it in 1 quarter. The position peaked at $6.21K in Q4 2025. 482 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

Acumen Wealth Advisors reported no remaining Pegasystems position as of Q1 2026 after selling out during the quarter.
Acumen Wealth Advisors sold 104 Pegasystems shares in Q1 2026, an estimated $6.21K.
Acumen Wealth Advisors first reported a position in Pegasystems in Q4 2025 and held it in 1 quarter.
Acumen Wealth Advisors's Pegasystems position peaked at $6.21K in Q4 2025.
482 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.