Annis Gardner Whiting Capital Advisors’s PDF Solutions PDFS Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio PDFS Stock Details PDFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-30	Closed	-$982	–	989
2026 Q1	$982	Hold	30	–	–	﹤0.01%	1150
2025 Q4	$856	Hold	30	–	–	﹤0.01%	1065
2025 Q3	$775	Hold	30	–	–	﹤0.01%	1024
2025 Q2	$642	Buy	+30	New	+$568	﹤0.01%	1147

Other funds holding PDFS

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

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Annis Gardner Whiting Capital Advisors's PDFS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of PDF Solutions (PDFS) in Q2 2026, closing a stake of 30 shares — an estimated $982 sold.

Annis Gardner Whiting Capital Advisors first reported a position in PDFS in Q2 2025 and held it in 4 quarters. The position peaked at $982 in Q1 2026. 283 funds tracked by Wall St. Rank hold PDFS as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining PDF Solutions position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 30 PDF Solutions shares in Q2 2026, an estimated $982.
Annis Gardner Whiting Capital Advisors first reported a position in PDF Solutions in Q2 2025 and held it in 4 quarters.
Annis Gardner Whiting Capital Advisors's PDF Solutions position peaked at $982 in Q1 2026.
283 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.