EverSource Wealth Advisors’s Pegasystems PEGA Stock Holding History

EverSource 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	$138K	Sell	3,254 -1,414	-30%	-$65.7K	﹤0.01%	1246
2025 Q4	$279K	Sell	4,668 -130	-3%	-$7.62K	0.01%	796
2025 Q3	$276K	Buy	4,798 +228	+5%	+$12.6K	0.01%	759
2025 Q2	$247K	Buy	4,570 +3,750	+457%	+$170K	0.01%	772
2025 Q1	$28.5K	Buy	820 +174	+27%	+$7.7K	﹤0.01%	1504
2024 Q4	$30.1K	Buy	646 +298	+86%	+$12.7K	﹤0.01%	1412
2024 Q3	$12.7K	Buy	348 +16	+5%	+$527	﹤0.01%	1736
2024 Q2	$11.6K	Buy	332 +14	+4%	+$420	﹤0.01%	1773
2024 Q1	$9.45K	Sell	318 -16	-5%	-$449	﹤0.01%	1720
2023 Q4	$8.16K	Buy	334 +50	+18%	+$1.17K	﹤0.01%	1654
2023 Q3	$6.16K	Hold	284	–	–	﹤0.01%	1623
2023 Q2	$7K	Hold	284	–	–	﹤0.01%	1593
2023 Q1	$6.88K	Hold	284	–	–	﹤0.01%	1528
2022 Q4	$4.86K	Buy	284 +22	+8%	+$380	﹤0.01%	1617
2022 Q3	$4K	Buy	+262	New	+$5.33K	﹤0.01%	1462
2022 Q2	–	Sell	-244	Closed	-$10K	–	1847
2022 Q1	$10K	Hold	244	–	–	﹤0.01%	979
2021 Q4	$14K	Buy	+244	New	+$14.4K	﹤0.01%	828

Other funds holding PEGA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Pegasystems (PEGA) stake by 30% in Q1 2026, selling an estimated $65.7K and leaving 3,254 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

EverSource Wealth Advisors first reported a position in PEGA in Q4 2021 and has held it in 17 quarters since. The position peaked at $279K in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

EverSource Wealth Advisors held 3,254 shares of Pegasystems worth $138K as of Q1 2026.
EverSource Wealth Advisors sold 1,414 Pegasystems shares in Q1 2026, an estimated $65.7K.
Pegasystems made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1246 holding.
EverSource Wealth Advisors first reported a position in Pegasystems in Q4 2021 and has held it in 17 quarters since.
EverSource Wealth Advisors's Pegasystems position peaked at $279K in Q4 2025.
478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

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