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Physician Wealth Advisors’s Pegasystems PEGA Stock Holding History

Physician 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
Q2 		$2.4K Buy
80
+39
+95% +$1.4K ﹤0.01% 1423
2026
Q1 		$1.75K Buy
41
+3
+8% +$139 ﹤0.01% 1411
2025
Q4 		$2.27K Sell
38
-2
-5% -$117 ﹤0.01% 1227
2025
Q3 		$2.3K Buy
40
+10
+33% +$551 ﹤0.01% 1160
2025
Q2 		$1.62K Buy
+30
New +$1.36K ﹤0.01% 1139

Other funds holding PEGA

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Physician Wealth Advisors increased its Pegasystems (PEGA) stake by 95% in Q2 2026, buying an estimated $1.4K and bringing the position to 80 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Physician Wealth Advisors first reported a position in PEGA in Q2 2025 and has held it in 5 quarters since. 144 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Physician Wealth Advisors held 80 shares of Pegasystems worth $2.4K as of Q2 2026.
  • Physician Wealth Advisors bought 39 Pegasystems shares in Q2 2026, an estimated $1.4K.
  • Pegasystems made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1423 holding.
  • Physician Wealth Advisors first reported a position in Pegasystems in Q2 2025 and has held it in 5 quarters since.
  • 144 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

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