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Cherry Tree Wealth Management’s Pegasystems PEGA Stock Holding History

Cherry Tree Wealth Management’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
-96
Closed -$5.52K – 626
2025
Q3 		$5.52K Hold
96
– – ﹤0.01% 463
2025
Q2 		$5.2K Hold
96
– – ﹤0.01% 471
2025
Q1 		$3.34K Hold
96
– – ﹤0.01% 579
2024
Q4 		$4.47K Hold
96
– – ﹤0.01% 488
2024
Q3 		$3.51K Hold
96
– – ﹤0.01% 504
2024
Q2 		$2.91K Hold
96
– – ﹤0.01% 496
2024
Q1 		$3.1K Hold
96
– – ﹤0.01% 477
2023
Q4 		$2.35K Hold
96
– – ﹤0.01% 492
2023
Q3 		$2.08K Hold
96
– – ﹤0.01% 479
2023
Q2 		$2.37K Buy
+96
New +$2.23K ﹤0.01% 478

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NPCM
North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Cherry Tree Wealth Management's PEGA Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of Pegasystems (PEGA) in Q4 2025, closing a stake of 96 shares — an estimated $5.52K sold.

Cherry Tree Wealth Management first reported a position in PEGA in Q2 2023 and held it in 10 quarters. The position peaked at $5.52K in Q3 2025. 473 funds tracked by Wall St. Rank hold PEGA as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining Pegasystems position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 96 Pegasystems shares in Q4 2025, an estimated $5.52K.
  • Cherry Tree Wealth Management first reported a position in Pegasystems in Q2 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's Pegasystems position peaked at $5.52K in Q3 2025.
  • 473 funds tracked by Wall St. Rank held Pegasystems as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.