TWM
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TRB Wealth Management’s PagerDuty PD Stock Holding History

TRB Wealth Management’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
2026
Q2 		$118K Buy
+12,194
New +$92.3K 0.02% 286

Other funds holding PD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

TRB Wealth Management's PD Position: Q2 2026 in Review

TRB Wealth Management opened a new position in PagerDuty (PD) in Q2 2026: 12,194 shares worth $118K. The stake represents 0.02% of the portfolio and ranks #286 among its holdings.

255 funds tracked by Wall St. Rank hold PD as of Q2 2026.

  • TRB Wealth Management held 12,194 shares of PagerDuty worth $118K as of Q2 2026.
  • PagerDuty was a new TRB Wealth Management position in Q2 2026.
  • PagerDuty made up 0.02% of TRB Wealth Management's portfolio in Q2 2026, its #286 holding.
  • 255 funds tracked by Wall St. Rank held PagerDuty as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.