Golden State Wealth Management’s PagerDuty PD Stock Holding History

Golden State Wealth Management’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	-25	Closed	-$328	–	1702
2025 Q4	$328	Buy	+25	New	+$365	﹤0.01%	1609

Other funds holding PD

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Golden State Wealth Management's PD Position: Q1 2026 in Review

Golden State Wealth Management sold out of PagerDuty (PD) in Q1 2026, closing a stake of 25 shares — an estimated $328 sold.

Golden State Wealth Management first reported a position in PD in Q4 2025 and held it in 1 quarter. The position peaked at $328 in Q4 2025. 247 funds tracked by Wall St. Rank hold PD as of Q1 2026.

Golden State Wealth Management reported no remaining PagerDuty position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 25 PagerDuty shares in Q1 2026, an estimated $328.
Golden State Wealth Management first reported a position in PagerDuty in Q4 2025 and held it in 1 quarter.
Golden State Wealth Management's PagerDuty position peaked at $328 in Q4 2025.
247 funds tracked by Wall St. Rank held PagerDuty as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.