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 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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

CGIM

Cannon Global Investment Management Davie, Florida $35.4M AUM 47.4% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Physician Wealth Advisors's PD Position: Q2 2026 in Review

Physician Wealth Advisors increased its PagerDuty (PD) stake by 246% in Q2 2026, buying an estimated $1.3K and bringing the position to 242 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Physician Wealth Advisors first reported a position in PD in Q2 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold PD as of Q2 2026.

Physician Wealth Advisors held 242 shares of PagerDuty worth $2.34K as of Q2 2026.
Physician Wealth Advisors bought 172 PagerDuty shares in Q2 2026, an estimated $1.3K.
PagerDuty made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1439 holding.
Physician Wealth Advisors first reported a position in PagerDuty in Q2 2025 and has held it in 4 quarters since.
51 funds tracked by Wall St. Rank held PagerDuty as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.