PWMG
PEGA icon

Private Wealth Management Group’s Pegasystems PEGA Stock Holding History

Private Wealth Management Group’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
Q1 		$3.06K Hold
72
– – ﹤0.01% 939
2025
Q4 		$4.3K Sell
72
-2
-3% -$117 ﹤0.01% 832
2025
Q3 		$4.25K Hold
74
– – ﹤0.01% 857
2025
Q2 		$4.01K Hold
74
– – ﹤0.01% 846
2025
Q1 		$2.57K Hold
74
– – ﹤0.01% 972
2024
Q4 		$3.45K Hold
74
– – ﹤0.01% 890
2024
Q3 		$2.71K Hold
74
– – ﹤0.01% 959
2024
Q2 		$2.24K Hold
74
– – ﹤0.01% 1007
2024
Q1 		$2.39K Hold
74
– – ﹤0.01% 893
2023
Q4 		$1.81K Buy
+74
New +$1.73K ﹤0.01% 1024

Other funds holding PEGA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return