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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
Q2 		$3.42K Buy
114
+62
+119% +$2.22K ﹤0.01% 1249
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

SHP Wealth Management increased its Pegasystems (PEGA) stake by 119% in Q2 2026, buying an estimated $2.22K and bringing the position to 114 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

SHP Wealth Management first reported a position in PEGA in Q1 2026 and has held it in 2 quarters since. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • SHP Wealth Management held 114 shares of Pegasystems worth $3.42K as of Q2 2026.
  • SHP Wealth Management bought 62 Pegasystems shares in Q2 2026, an estimated $2.22K.
  • Pegasystems made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1249 holding.
  • SHP Wealth Management first reported a position in Pegasystems in Q1 2026 and has held it in 2 quarters since.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

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