Sunbelt Securities’s PagerDuty PD Stock Holding History

Sunbelt Securities’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 Q4	–	Sell	-31	Closed	-$512	–	2913
2025 Q3	$512	Buy	+31	New	+$493	﹤0.01%	2214

Other funds holding PD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sunbelt Securities's PD Position: Q4 2025 in Review

Sunbelt Securities sold out of PagerDuty (PD) in Q4 2025, closing a stake of 31 shares — an estimated $512 sold.

Sunbelt Securities first reported a position in PD in Q3 2025 and held it in 1 quarter. The position peaked at $512 in Q3 2025. 231 funds tracked by Wall St. Rank hold PD as of Q4 2025.

Sunbelt Securities reported no remaining PagerDuty position as of Q4 2025 after selling out during the quarter.
Sunbelt Securities sold 31 PagerDuty shares in Q4 2025, an estimated $512.
Sunbelt Securities first reported a position in PagerDuty in Q3 2025 and held it in 1 quarter.
Sunbelt Securities's PagerDuty position peaked at $512 in Q3 2025.
231 funds tracked by Wall St. Rank held PagerDuty as of Q4 2025.

Based on Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.