SWM
PDX

SHP Wealth Management’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

SHP Wealth Management’s Portfolio PDX Stock Details PDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.5K Hold
68
– – ﹤0.01% 1364
2025
Q4 		$1.28K Buy
+68
New +$1.49K ﹤0.01% 1211

Other funds holding PDX

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

SHP Wealth Management's PDX Position: Q1 2026 in Review

SHP Wealth Management held its PIMCO Dynamic Income Strategy Fund (PDX) position steady in Q1 2026 at 68 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

SHP Wealth Management first reported a position in PDX in Q4 2025 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold PDX as of Q1 2026.

  • SHP Wealth Management held 68 shares of PIMCO Dynamic Income Strategy Fund worth $1.5K as of Q1 2026.
  • SHP Wealth Management left its PIMCO Dynamic Income Strategy Fund share count unchanged in Q1 2026.
  • PIMCO Dynamic Income Strategy Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1364 holding.
  • SHP Wealth Management first reported a position in PIMCO Dynamic Income Strategy Fund in Q4 2025 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.