Concurrent Investment Advisors’s Willdan Group WLDN Stock Holding History

Concurrent Investment Advisors’s Portfolio WLDN Stock Details WLDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$625K	Buy	7,905 +625	+9%	+$53.2K	0.01%	1278
2026 Q1	$557K	Sell	7,280 -3,091	-30%	-$327K	0.01%	1160
2025 Q4	$1.08M	Buy	10,371 +5,264	+103%	+$518K	0.01%	794
2025 Q3	$494K	Sell	5,107 -1,984	-28%	-$188K	0.01%	921
2025 Q2	$443K	Buy	7,091 +307	+5%	+$14.6K	0.01%	895
2025 Q1	$276K	Buy	+6,784	New	+$251K	0.01%	971

Other funds holding WLDN

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

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AFCM

Alta Fox Capital Management Fort Worth, Texas $497M AUM 48.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Concurrent Investment Advisors's WLDN Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Willdan Group (WLDN) stake by 8.6% in Q2 2026, buying an estimated $53.2K and bringing the position to 7,905 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #1278.

Concurrent Investment Advisors first reported a position in WLDN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2025. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

Concurrent Investment Advisors held 7,905 shares of Willdan Group worth $625K as of Q2 2026.
Concurrent Investment Advisors bought 625 Willdan Group shares in Q2 2026, an estimated $53.2K.
Willdan Group made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1278 holding.
Concurrent Investment Advisors first reported a position in Willdan Group in Q1 2025 and has held it in 6 quarters since.
Concurrent Investment Advisors's Willdan Group position peaked at $1.08M in Q4 2025.
245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.