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PDO

NewEdge Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

NewEdge Advisors’s Portfolio PDO Stock Details PDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.28M Sell
97,171
-78,702
-45% -$1.03M ﹤0.01% 1501
2026
Q1 		$2.27M Sell
175,873
-7,611
-4% -$104K 0.01% 1042
2025
Q4 		$2.54M Buy
183,484
+49,340
+37% +$686K 0.01% 955
2025
Q3 		$1.89M Buy
134,144
+7,759
+6% +$106K 0.01% 1044
2025
Q2 		$1.7M Buy
126,385
+105,280
+499% +$1.4M 0.01% 1015
2025
Q1 		$293K Sell
21,105
-11,400
-35% -$157K ﹤0.01% 1914
2024
Q4 		$442K Buy
32,505
+10,263
+46% +$140K ﹤0.01% 1633
2024
Q3 		$314K Buy
22,242
+3,092
+16% +$41.9K ﹤0.01% 1774
2024
Q2 		$255K Buy
19,150
+300
+2% +$3.94K ﹤0.01% 1801
2024
Q1 		$248K Sell
18,850
-100
-0.5% -$1.29K ﹤0.01% 1728
2023
Q4 		$242K Buy
18,950
+2,500
+15% +$29.3K ﹤0.01% 1635
2023
Q3 		$195K Hold
16,450
– – ﹤0.01% 1640
2023
Q2 		$215K Buy
16,450
+5,000
+44% +$64.1K ﹤0.01% 1604
2023
Q1 		$142K Buy
11,450
+750
+7% +$10.1K ﹤0.01% 1647
2022
Q4 		$137K Buy
+10,700
New +$147K ﹤0.01% 1321
2021
Q4 		– Sell
-29,925
Closed -$628K – 1684
2021
Q3 		$628K Buy
29,925
+17,425
+139% +$375K 0.02% 687
2021
Q2 		$290K Hold
12,500
– – 0.01% 920
2021
Q1 		$251K Buy
+12,500
New +$254K 0.01% 870

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

NewEdge Advisors's PDO Position: Q2 2026 in Review

NewEdge Advisors reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 45% in Q2 2026, selling an estimated $1.03M and leaving 97,171 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

NewEdge Advisors first reported a position in PDO in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.54M in Q4 2025. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • NewEdge Advisors held 97,171 shares of PIMCO Dynamic Income Opportunities Fund worth $1.28M as of Q2 2026.
  • NewEdge Advisors sold 78,702 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $1.03M.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1501 holding.
  • NewEdge Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $2.54M in Q4 2025.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.