Abound Wealth Management’s Gibraltar Industries ROCK Stock Holding History

Abound Wealth Management’s Portfolio ROCK Stock Details ROCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$91	Hold	2	–	–	﹤0.01%	1302
2026 Q1	$80	Hold	2	–	–	﹤0.01%	1448
2025 Q4	$99	Hold	2	–	–	﹤0.01%	1381
2025 Q3	$126	Hold	2	–	–	﹤0.01%	1269
2025 Q2	$118	Hold	2	–	–	﹤0.01%	1213
2025 Q1	$118	Sell	2 -1	-33%	-$62	﹤0.01%	1191
2024 Q4	$177	Hold	3	–	–	﹤0.01%	1118
2024 Q3	$210	Sell	3 -2	-40%	-$140	﹤0.01%	1136
2024 Q2	$343	Hold	5	–	–	﹤0.01%	934
2024 Q1	$403	Hold	5	–	–	﹤0.01%	988
2023 Q4	$395	Sell	5 -1	-17%	-$68	﹤0.01%	1029
2023 Q3	$406	Hold	6	–	–	﹤0.01%	878
2023 Q2	$378	Buy	+6	New	+$324	﹤0.01%	953

Other funds holding ROCK

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return