PWPS
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Pinnacle Wealth Planning Services’s PagerDuty PD Stock Holding History

Pinnacle Wealth Planning Services’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 		$386 Hold
40
– – ﹤0.01% 2672
2026
Q1 		$248 Buy
+40
New +$346 ﹤0.01% 2675
2021
Q1 		– Sell
-6
Closed – – 1489
2020
Q4 		$0 Buy
+6
New +$205 ﹤0.01% 2297

Other funds holding PD

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Pinnacle Wealth Planning Services's PD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its PagerDuty (PD) position steady in Q2 2026 at 40 shares worth $386. The position accounts for ﹤0.01% of the portfolio, ranked #2672.

Pinnacle Wealth Planning Services first reported a position in PD in Q4 2020 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold PD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 40 shares of PagerDuty worth $386 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its PagerDuty share count unchanged in Q2 2026.
  • PagerDuty made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2672 holding.
  • Pinnacle Wealth Planning Services first reported a position in PagerDuty in Q4 2020 and has held it in 3 quarters since.
  • 258 funds tracked by Wall St. Rank held PagerDuty as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.