SW
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SteelPeak Wealth’s PagerDuty PD Stock Holding History

SteelPeak Wealth’s Portfolio PD Stock Details PD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-27,287
Closed -$417K – 639
2025
Q2 		$417K Buy
27,287
+3,928
+17% +$61K 0.02% 376
2025
Q1 		$427K Buy
23,359
+4,960
+27% +$91K 0.02% 368
2024
Q4 		$336K Sell
18,399
-6,644
-27% -$127K 0.01% 395
2024
Q3 		$465K Buy
25,043
+16,309
+187% +$318K 0.02% 329
2024
Q2 		$200K Buy
+8,734
New +$182K 0.01% 466
2023
Q4 		– Sell
-13,111
Closed -$295K – 494
2023
Q3 		$295K Buy
13,111
+544
+4% +$13K 0.02% 332
2023
Q2 		$283K Buy
12,567
+3,479
+38% +$96.7K 0.02% 332
2023
Q1 		$318K Sell
9,088
-4,712
-34% -$138K 0.02% 295
2022
Q4 		$367K Sell
13,800
-9,291
-40% -$219K 0.03% 283
2022
Q3 		$533K Buy
23,091
+1,484
+7% +$38.3K 0.04% 236
2022
Q2 		$535K Buy
+21,607
New +$593K 0.04% 243

Other funds holding PD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return