HighTower Advisors’s PagerDuty PD Stock Holding History

HighTower 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
2022 Q1	–	Sell	-5	Closed	-$3K	–	3620
2021 Q4	$3K	Sell	5 -1,095	-100%	-$42.4K	﹤0.01%	3220
2021 Q3	$1K	Buy	+1,100	New	+$46.6K	﹤0.01%	3142

Other funds holding PD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

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

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

HighTower Advisors's PD Position: Q2 2025 in Review

HighTower Advisors sold out of PagerDuty (PD) in Q2 2025, closing a stake of 10,043 shares — an estimated $183K sold.

HighTower Advisors first reported a position in PD in Q4 2019 and held it in 22 quarters. The position peaked at $1.16M in Q1 2021. 220 funds tracked by Wall St. Rank hold PD as of Q2 2025.

HighTower Advisors reported no remaining PagerDuty position as of Q2 2025 after selling out during the quarter.
HighTower Advisors sold 10,043 PagerDuty shares in Q2 2025, an estimated $183K.
HighTower Advisors first reported a position in PagerDuty in Q4 2019 and held it in 22 quarters.
HighTower Advisors's PagerDuty position peaked at $1.16M in Q1 2021.
220 funds tracked by Wall St. Rank held PagerDuty as of Q2 2025.

Based on HighTower Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.