Back to PEGA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → PEGA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PEGA Position History
Pegasystems Inc. • Technology
Quarters held
10
Latest value
$537K
Q3 2026
Peak value
$30M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.5M |
| Q3 2025 | $225K |
| Q4 2025 | $30M |
| Q4 2025 | $202K |
| Q1 2026 | $3M |
| Q1 2026 | $400K |
| Q2 2026 | $934K |
| Q2 2026 | $769K |
| Q3 2026 | $702K |
| Q3 2026 | $537K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $537K | 109.2K | — | — |
| Q3 2026 | $702K | 19.8K | — | — |
| Q2 2026 | $769K | 131.3K | — | — |
| Q2 2026 | $934K | 29.9K | — | — |
| Q1 2026 | $400K | 87.4K | — | — |
| Q1 2026 | $3M | 74.7K | — | — |
| Q4 2025 | $202K | 30.6K | — | — |
| Q4 2025 | $30M | 498.7K | — | — |
| Q3 2025 | $225K | 30.8K | — | — |
| Q3 2025 | $10.5M | 191.4K | — | — |
Other funds holding PEGA
$612.5M
$609.3M
$590M
$378.3M
$190.2M
$189.2M