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
Q2 		$1.42K Hold
68
– – ﹤0.01% 1490
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 $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SHP Wealth Management's PDX Position: Q2 2026 in Review

SHP Wealth Management held its PIMCO Dynamic Income Strategy Fund (PDX) position steady in Q2 2026 at 68 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

SHP Wealth Management first reported a position in PDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.5K in Q1 2026. 106 funds tracked by Wall St. Rank hold PDX as of Q2 2026.

  • SHP Wealth Management held 68 shares of PIMCO Dynamic Income Strategy Fund worth $1.42K as of Q2 2026.
  • SHP Wealth Management left its PIMCO Dynamic Income Strategy Fund share count unchanged in Q2 2026.
  • PIMCO Dynamic Income Strategy Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1490 holding.
  • SHP Wealth Management first reported a position in PIMCO Dynamic Income Strategy Fund in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's PIMCO Dynamic Income Strategy Fund position peaked at $1.5K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.