EP Wealth Advisors’s PagerDuty PD Stock Holding History

EP Wealth Advisors’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 Q1	–	Sell	-14,579	Closed	-$191K	–	1567
2025 Q4	$191K	Buy	+14,579	New	+$213K	﹤0.01%	1398
2025 Q2	$210K	Sell	13,728 -630	-4%	-$9.79K	﹤0.01%	1228
2025 Q1	$262K	Buy	+14,358	New	+$263K	﹤0.01%	988

Other funds holding PD

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EP Wealth Advisors's PD Position: Q1 2026 in Review

EP Wealth Advisors sold out of PagerDuty (PD) in Q1 2026, closing a stake of 14,579 shares — an estimated $191K sold.

EP Wealth Advisors first reported a position in PD in Q1 2025 and held it in 3 quarters. The position peaked at $262K in Q1 2025. 249 funds tracked by Wall St. Rank hold PD as of Q1 2026.

EP Wealth Advisors reported no remaining PagerDuty position as of Q1 2026 after selling out during the quarter.
EP Wealth Advisors sold 14,579 PagerDuty shares in Q1 2026, an estimated $191K.
EP Wealth Advisors first reported a position in PagerDuty in Q1 2025 and held it in 3 quarters.
EP Wealth Advisors's PagerDuty position peaked at $262K in Q1 2025.
249 funds tracked by Wall St. Rank held PagerDuty as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.