EWP
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Elevation Wealth Partners’s Pegasystems PEGA Stock Holding History

Elevation Wealth Partners’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
Q2 		– Sell
-49
Closed -$2.09K – 1347
2026
Q1 		$2.09K Buy
+49
New +$2.27K ﹤0.01% 899

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State Street
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Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Elevation Wealth Partners's PEGA Position: Q2 2026 in Review

Elevation Wealth Partners sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 49 shares — an estimated $2.09K sold.

Elevation Wealth Partners first reported a position in PEGA in Q1 2026 and held it in 1 quarter. The position peaked at $2.09K in Q1 2026. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Elevation Wealth Partners reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 49 Pegasystems shares in Q2 2026, an estimated $2.09K.
  • Elevation Wealth Partners first reported a position in Pegasystems in Q1 2026 and held it in 1 quarter.
  • Elevation Wealth Partners's Pegasystems position peaked at $2.09K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.