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Beirne Wealth Consulting Services’s Pegasystems PEGA Stock Holding History

Beirne Wealth Consulting Services’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
2025
Q4 		– Sell
-3,788
Closed -$218K – 197
2025
Q3 		$218K Buy
+3,788
New +$209K 0.05% 211

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Beirne Wealth Consulting Services's PEGA Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of Pegasystems (PEGA) in Q4 2025, closing a stake of 3,788 shares — an estimated $218K sold.

Beirne Wealth Consulting Services first reported a position in PEGA in Q3 2025 and held it in 1 quarter. The position peaked at $218K in Q3 2025. 473 funds tracked by Wall St. Rank hold PEGA as of Q4 2025.

  • Beirne Wealth Consulting Services reported no remaining Pegasystems position as of Q4 2025 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 3,788 Pegasystems shares in Q4 2025, an estimated $218K.
  • Beirne Wealth Consulting Services first reported a position in Pegasystems in Q3 2025 and held it in 1 quarter.
  • Beirne Wealth Consulting Services's Pegasystems position peaked at $218K in Q3 2025.
  • 473 funds tracked by Wall St. Rank held Pegasystems as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.