UWS
PEGA icon

Unique Wealth Strategies’s Pegasystems PEGA Stock Holding History

Unique Wealth Strategies’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 		– Sell
-11,318
Closed -$482K – 257
2026
Q1 		$482K Buy
11,318
+447
+4% +$20.8K 0.2% 158
2025
Q4 		$649K Buy
+10,871
New +$637K 0.25% 104
2025
Q1 		– Sell
-14,186
Closed -$661K – 213
2024
Q4 		$661K Sell
14,186
-352
-2% -$15.1K 0.29% 78
2024
Q3 		$531K Buy
14,538
+770
+6% +$25.4K 0.22% 117
2024
Q2 		$445K Hold
13,768
– – 0.21% 154
2024
Q1 		$445K Buy
+13,768
New +$386K 0.22% 154

Other funds holding PEGA

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Unique Wealth Strategies's PEGA Position: Q2 2026 in Review

Unique Wealth Strategies sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 11,318 shares — an estimated $482K sold.

Unique Wealth Strategies first reported a position in PEGA in Q1 2024 and held it in 6 quarters. The position peaked at $661K in Q4 2024. 37 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Unique Wealth Strategies reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Unique Wealth Strategies sold 11,318 Pegasystems shares in Q2 2026, an estimated $482K.
  • Unique Wealth Strategies first reported a position in Pegasystems in Q1 2024 and held it in 6 quarters.
  • Unique Wealth Strategies's Pegasystems position peaked at $661K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.