Abound Wealth Management’s Walker & Dunlop WD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$770	Hold	14	–	–	﹤0.01%	862
2026 Q1	$624	Hold	14	–	–	﹤0.01%	1034
2025 Q4	$846	Hold	14	–	–	﹤0.01%	917
2025 Q3	$1.18K	Hold	14	–	–	﹤0.01%	859
2025 Q2	$991	Hold	14	–	–	﹤0.01%	802
2025 Q1	$1.2K	Sell	14 -2	-13%	-$179	﹤0.01%	743
2024 Q4	$1.56K	Hold	16	–	–	﹤0.01%	694
2024 Q3	$1.82K	Hold	16	–	–	﹤0.01%	721
2024 Q2	$1.58K	Hold	16	–	–	﹤0.01%	667
2024 Q1	$1.62K	Hold	16	–	–	﹤0.01%	706
2023 Q4	$1.78K	Sell	16 -1	-6%	-$82	﹤0.01%	665
2023 Q3	$1.27K	Hold	17	–	–	﹤0.01%	682
2023 Q2	$1.35K	Buy	17 +5	+42%	+$361	﹤0.01%	694
2023 Q1	$919	Hold	12	–	–	﹤0.01%	644
2022 Q4	$947	Hold	12	–	–	﹤0.01%	621
2022 Q3	$1.01K	Buy	+12	New	+$1.23K	﹤0.01%	608

Other funds holding WD

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Jupiter Topco New York $245B AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Abound Wealth Management's WD Position: Q2 2026 in Review

Abound Wealth Management held its Walker & Dunlop (WD) position steady in Q2 2026 at 14 shares worth $770. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Abound Wealth Management first reported a position in WD in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.82K in Q3 2024. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

Abound Wealth Management held 14 shares of Walker & Dunlop worth $770 as of Q2 2026.
Abound Wealth Management left its Walker & Dunlop share count unchanged in Q2 2026.
Walker & Dunlop made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #862 holding.
Abound Wealth Management first reported a position in Walker & Dunlop in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's Walker & Dunlop position peaked at $1.82K in Q3 2024.
267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.