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True Wealth Design’s Pegasystems PEGA Stock Holding History

True Wealth Design’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 		$2.97K Sell
99
-958
-91% -$34.3K ﹤0.01% 1544
2026
Q1 		$45K Sell
1,057
-56
-5% -$2.6K 0.01% 432
2025
Q4 		$66.5K Sell
1,113
-53
-5% -$3.1K 0.02% 261
2025
Q3 		$67K Buy
1,166
+38
+3% +$2.09K 0.02% 252
2025
Q2 		$61.1K Buy
1,128
+368
+48% +$16.7K 0.02% 177
2025
Q1 		$26.4K Buy
760
+8
+1% +$354 0.01% 296
2024
Q4 		$35K Buy
752
+12
+2% +$513 0.01% 233
2024
Q3 		$27K Buy
+740
New +$24.4K 0.01% 276

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 $3.37T AUM 44.26% 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

True Wealth Design's PEGA Position: Q2 2026 in Review

True Wealth Design reduced its Pegasystems (PEGA) stake by 91% in Q2 2026, selling an estimated $34.3K and leaving 99 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

True Wealth Design first reported a position in PEGA in Q3 2024 and has held it in 8 quarters since. The position peaked at $67K in Q3 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • True Wealth Design held 99 shares of Pegasystems worth $2.97K as of Q2 2026.
  • True Wealth Design sold 958 Pegasystems shares in Q2 2026, an estimated $34.3K.
  • Pegasystems made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1544 holding.
  • True Wealth Design first reported a position in Pegasystems in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Pegasystems position peaked at $67K in Q3 2025.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.