MWA
PEGA icon

Medallion Wealth Advisors’s Pegasystems PEGA Stock Holding History

Medallion 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 		$1.71K Hold
40
– – ﹤0.01% 1019
2025
Q4 		$2.39K Hold
40
– – ﹤0.01% 971
2025
Q3 		$2.3K Hold
40
– – ﹤0.01% 958
2025
Q2 		$2.1K Hold
40
– – ﹤0.01% 950
2025
Q1 		$1.41K Hold
40
– – ﹤0.01% 957
2024
Q4 		$1.86K Buy
+40
New +$1.71K ﹤0.01% 869

Other funds holding PEGA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Medallion Wealth Advisors held its Pegasystems (PEGA) position steady in Q1 2026 at 40 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Medallion Wealth Advisors first reported a position in PEGA in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.39K in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Medallion Wealth Advisors held 40 shares of Pegasystems worth $1.71K as of Q1 2026.
  • Medallion Wealth Advisors left its Pegasystems share count unchanged in Q1 2026.
  • Pegasystems made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1019 holding.
  • Medallion Wealth Advisors first reported a position in Pegasystems in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Pegasystems position peaked at $2.39K in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.