Wealth Enhancement Advisory Services’s Pegasystems PEGA Stock Holding History

Wealth Enhancement Advisory Services’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	$934K	Sell	29,892 -44,776	-60%	-$1.6M	﹤0.01%	2123
2026 Q1	$2.96M	Sell	74,668 -424,045	-85%	-$19.7M	0.01%	1188
2025 Q4	$30M	Buy	498,713 +307,284	+161%	+$18M	0.04%	369
2025 Q3	$10.5M	Buy	191,429 +131,901	+222%	+$7.27M	0.02%	641
2025 Q2	$3.22M	Buy	59,528 +26,082	+78%	+$1.18M	0.01%	1113
2025 Q1	$1.16M	Buy	33,446 +11,250	+51%	+$498K	﹤0.01%	1529
2024 Q4	$1.03M	Buy	22,196 +5,676	+34%	+$243K	﹤0.01%	1524
2024 Q3	$604K	Buy	+16,520	New	+$544K	﹤0.01%	1692

Other funds holding PEGA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wealth Enhancement Advisory Services's PEGA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Pegasystems (PEGA) stake by 60% in Q2 2026, selling an estimated $1.6M and leaving 29,892 shares worth $934K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

Wealth Enhancement Advisory Services first reported a position in PEGA in Q3 2024 and has held it in 8 quarters since. The position peaked at $30M in Q4 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Wealth Enhancement Advisory Services held 29,892 shares of Pegasystems worth $934K as of Q2 2026.
Wealth Enhancement Advisory Services sold 44,776 Pegasystems shares in Q2 2026, an estimated $1.6M.
Pegasystems made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2123 holding.
Wealth Enhancement Advisory Services first reported a position in Pegasystems in Q3 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's Pegasystems position peaked at $30M in Q4 2025.
435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.