Twin Peaks Wealth Advisors’s PagerDuty PD Stock Holding History

Twin Peaks Wealth Advisors’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	-9	Closed	-$139	–	1530
2025 Q2	$139	Buy	+9	New	+$140	﹤0.01%	2071

Other funds holding PD

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Twin Peaks Wealth Advisors's PD Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of PagerDuty (PD) in Q3 2025, closing a stake of 9 shares — an estimated $139 sold.

Twin Peaks Wealth Advisors first reported a position in PD in Q2 2025 and held it in 1 quarter. The position peaked at $139 in Q2 2025. 233 funds tracked by Wall St. Rank hold PD as of Q3 2025.

Twin Peaks Wealth Advisors reported no remaining PagerDuty position as of Q3 2025 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 9 PagerDuty shares in Q3 2025, an estimated $139.
Twin Peaks Wealth Advisors first reported a position in PagerDuty in Q2 2025 and held it in 1 quarter.
Twin Peaks Wealth Advisors's PagerDuty position peaked at $139 in Q2 2025.
233 funds tracked by Wall St. Rank held PagerDuty as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.