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SHP Wealth Management’s Pegasystems PEGA Stock Holding History

SHP Wealth Management’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 		$2.21K Buy
+52
New +$2.42K ﹤0.01% 1259

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

SHP Wealth Management opened a new position in Pegasystems (PEGA) in Q1 2026: 52 shares worth $2.21K. The stake represents ﹤0.01% of the portfolio and ranks #1259 among its holdings.

481 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • SHP Wealth Management held 52 shares of Pegasystems worth $2.21K as of Q1 2026.
  • Pegasystems was a new SHP Wealth Management position in Q1 2026.
  • Pegasystems made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1259 holding.
  • 481 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

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