Physician Wealth Advisors’s PagerDuty PD Stock Holding History

Physician Wealth 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
2026 Q3	$6.13K	Buy	406 +164	+68%	+$1.99K	﹤0.01%	1061
2026 Q2	$2.34K	Buy	242 +172	+246%	+$1.3K	﹤0.01%	1439
2026 Q1	$435	Buy	+70	New	+$605	﹤0.01%	1968
2025 Q4	–	Sell	-63	Closed	-$1.04K	–	2126
2025 Q3	$1.04K	Hold	63	–	–	﹤0.01%	1549
2025 Q2	$963	Buy	+63	New	+$979	﹤0.01%	1457

Other funds holding PD

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Physician Wealth Advisors's PD Position: Q3 2026 in Review

Physician Wealth Advisors increased its PagerDuty (PD) stake by 68% in Q3 2026, buying an estimated $1.99K and bringing the position to 406 shares worth $6.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Physician Wealth Advisors first reported a position in PD in Q2 2025 and has held it in 5 quarters since. 109 funds tracked by Wall St. Rank hold PD as of Q3 2026.

Physician Wealth Advisors held 406 shares of PagerDuty worth $6.13K as of Q3 2026.
Physician Wealth Advisors bought 164 PagerDuty shares in Q3 2026, an estimated $1.99K.
PagerDuty made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1061 holding.
Physician Wealth Advisors first reported a position in PagerDuty in Q2 2025 and has held it in 5 quarters since.
109 funds tracked by Wall St. Rank held PagerDuty as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.