PWMG
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Private Wealth Management Group’s PagerDuty PD Stock Holding History

Private Wealth Management Group’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 		$2.67K Hold
277
– – ﹤0.01% 1063
2026
Q1 		$1.72K Buy
+277
New +$2.4K ﹤0.01% 1130
2024
Q2 		– Sell
-60
Closed -$1.36K – 1588
2024
Q1 		$1.36K Hold
60
– – ﹤0.01% 1142
2023
Q4 		$1.39K Buy
+60
New +$1.3K ﹤0.01% 1143

Other funds holding PD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Private Wealth Management Group's PD Position: Q2 2026 in Review

Private Wealth Management Group held its PagerDuty (PD) position steady in Q2 2026 at 277 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Private Wealth Management Group first reported a position in PD in Q4 2023 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold PD as of Q2 2026.

  • Private Wealth Management Group held 277 shares of PagerDuty worth $2.67K as of Q2 2026.
  • Private Wealth Management Group left its PagerDuty share count unchanged in Q2 2026.
  • PagerDuty made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1063 holding.
  • Private Wealth Management Group first reported a position in PagerDuty in Q4 2023 and has held it in 4 quarters since.
  • 256 funds tracked by Wall St. Rank held PagerDuty as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.