AO
GD icon

Advisor OS’s General Dynamics GD Stock Holding History

Advisor OS’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$363K Sell
1,025
-144
-12% -$49.3K 0.02% 398
2026
Q1 		$401K Buy
1,169
+71
+6% +$25.2K 0.03% 348
2025
Q4 		$370K Buy
1,098
+25
+2% +$8.53K 0.03% 344
2025
Q3 		$366K Buy
1,073
+132
+14% +$41.6K 0.03% 330
2025
Q2 		$274K Buy
941
+14
+2% +$3.85K 0.03% 371
2025
Q1 		$253K Buy
+927
New +$241K 0.03% 363
2024
Q4 		– Sell
-685
Closed -$207K – 427
2024
Q3 		$207K Sell
685
-45
-6% -$13.2K 0.02% 386
2024
Q2 		$212K Buy
730
+20
+3% +$5.86K 0.02% 369
2024
Q1 		$201K Buy
+710
New +$190K 0.02% 378

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor OS's GD Position: Q2 2026 in Review

Advisor OS reduced its General Dynamics (GD) stake by 12% in Q2 2026, selling an estimated $49.3K and leaving 1,025 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #398.

Advisor OS first reported a position in GD in Q1 2024 and has held it in 9 quarters since. The position peaked at $401K in Q1 2026. 2,212 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Advisor OS held 1,025 shares of General Dynamics worth $363K as of Q2 2026.
  • Advisor OS sold 144 General Dynamics shares in Q2 2026, an estimated $49.3K.
  • General Dynamics made up 0.02% of Advisor OS's portfolio in Q2 2026, its #398 holding.
  • Advisor OS first reported a position in General Dynamics in Q1 2024 and has held it in 9 quarters since.
  • Advisor OS's General Dynamics position peaked at $401K in Q1 2026.
  • 2,212 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.