Kestra Advisory Services’s PagerDuty PD Stock Holding History

Kestra Advisory Services’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	-5,225	Closed	-$68.5K	–	4042
2025 Q4	$68.5K	Buy	+5,225	New	+$76.2K	﹤0.01%	3723

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

Kestra Advisory Services's PD Position: Q1 2026 in Review

Kestra Advisory Services sold out of PagerDuty (PD) in Q1 2026, closing a stake of 5,225 shares — an estimated $68.5K sold.

Kestra Advisory Services first reported a position in PD in Q4 2025 and held it in 1 quarter. The position peaked at $68.5K in Q4 2025. 249 funds tracked by Wall St. Rank hold PD as of Q1 2026.

Kestra Advisory Services reported no remaining PagerDuty position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 5,225 PagerDuty shares in Q1 2026, an estimated $68.5K.
Kestra Advisory Services first reported a position in PagerDuty in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's PagerDuty position peaked at $68.5K in Q4 2025.
249 funds tracked by Wall St. Rank held PagerDuty as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.