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Carson Advisory’s Walker & Dunlop WD Stock Holding History

Carson Advisory’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 		$738K Buy
13,500
+375
+3% +$19K 0.34% 69
2026
Q1 		$582K Buy
13,125
+1,000
+8% +$56.4K 0.3% 79
2025
Q4 		$729K Sell
12,125
-600
-5% -$42.6K 0.38% 63
2025
Q3 		$1.06M Buy
12,725
+225
+2% +$18.1K 0.57% 41
2025
Q2 		$881K Sell
12,500
-100
-0.8% -$7.22K 0.56% 50
2025
Q1 		$1.08M Hold
12,600
– – 0.72% 36
2024
Q4 		$1.22M Sell
12,600
-150
-1% -$16.2K 0.85% 29
2024
Q3 		$1.45M Hold
12,750
– – 0.91% 25
2024
Q2 		$1.25M Sell
12,750
-350
-3% -$33.3K 0.88% 28
2024
Q1 		$1.32M Sell
13,100
-50
-0.4% -$4.8K 0.93% 27
2023
Q4 		$1.46M Sell
13,150
-850
-6% -$69.8K 1.14% 25
2023
Q3 		$1.04M Buy
14,000
+50
+0.4% +$4.23K 0.91% 31
2023
Q2 		$1.1M Buy
13,950
+1,800
+15% +$130K 0.93% 29
2023
Q1 		$925K Buy
12,150
+150
+1% +$13K 0.82% 36
2022
Q4 		$942K Buy
12,000
+1,100
+10% +$92.4K 0.9% 31
2022
Q3 		$913K Buy
10,900
+50
+0.5% +$5.1K 1.01% 27
2022
Q2 		$1.04M Buy
10,850
+400
+4% +$44.1K 1.17% 21
2022
Q1 		$1.35M Buy
10,450
+100
+1% +$13.7K 1.35% 19
2021
Q4 		$1.56M Buy
+10,350
New +$1.44M 1.58% 14

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
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

Carson Advisory's WD Position: Q2 2026 in Review

Carson Advisory increased its Walker & Dunlop (WD) stake by 2.9% in Q2 2026, buying an estimated $19K and bringing the position to 13,500 shares worth $738K. The position accounts for 0.34% of the portfolio, ranked #69.

Carson Advisory first reported a position in WD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.56M in Q4 2021. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Carson Advisory held 13,500 shares of Walker & Dunlop worth $738K as of Q2 2026.
  • Carson Advisory bought 375 Walker & Dunlop shares in Q2 2026, an estimated $19K.
  • Walker & Dunlop made up 0.34% of Carson Advisory's portfolio in Q2 2026, its #69 holding.
  • Carson Advisory first reported a position in Walker & Dunlop in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's Walker & Dunlop position peaked at $1.56M in Q4 2021.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.