Whittier Trust’s PagerDuty PD Stock Holding History

Whittier Trust’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 Q2	–	Sell	-259	Closed	-$4.73K	–	1543
2025 Q1	$4.73K	Hold	259	–	–	﹤0.01%	1323
2024 Q4	$4.73K	Hold	259	–	–	﹤0.01%	1373
2024 Q3	$4.8K	Hold	259	–	–	﹤0.01%	1381
2024 Q2	$5.94K	Hold	259	–	–	﹤0.01%	1326
2024 Q1	$5.87K	Hold	259	–	–	﹤0.01%	1335
2023 Q4	$5.99K	Hold	259	–	–	﹤0.01%	1302
2023 Q3	$5.82K	Hold	259	–	–	﹤0.01%	1350
2023 Q2	$5.82K	Hold	259	–	–	﹤0.01%	1348
2023 Q1	$9.06K	Hold	259	–	–	﹤0.01%	1320
2022 Q4	$6.88K	Hold	259	–	–	﹤0.01%	1348
2022 Q3	$6K	Hold	259	–	–	﹤0.01%	1427
2022 Q2	$6K	Hold	259	–	–	﹤0.01%	1406
2022 Q1	$9K	Hold	259	–	–	﹤0.01%	1358
2021 Q4	$9K	Buy	+259	New	+$10K	﹤0.01%	1329

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

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

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

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

Whittier Trust's PD Position: Q2 2025 in Review

Whittier Trust sold out of PagerDuty (PD) in Q2 2025, closing a stake of 259 shares — an estimated $4.73K sold.

Whittier Trust first reported a position in PD in Q4 2021 and held it in 14 quarters. The position peaked at $9.06K in Q1 2023. 220 funds tracked by Wall St. Rank hold PD as of Q2 2025.

Whittier Trust reported no remaining PagerDuty position as of Q2 2025 after selling out during the quarter.
Whittier Trust sold 259 PagerDuty shares in Q2 2025, an estimated $4.73K.
Whittier Trust first reported a position in PagerDuty in Q4 2021 and held it in 14 quarters.
Whittier Trust's PagerDuty position peaked at $9.06K in Q1 2023.
220 funds tracked by Wall St. Rank held PagerDuty as of Q2 2025.

Based on Whittier Trust's 13F filing for Q2 2025, filed 30 Jul 2025.