Congress Asset Management’s General Dynamics GD Stock Holding History

Congress Asset Management’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	$948K	Sell	2,676 -91	-3%	-$31.2K	0.01%	305
2026 Q1	$950K	Sell	2,767 -217	-7%	-$77K	0.01%	340
2025 Q4	$1M	Sell	2,984 -248	-8%	-$84.6K	0.01%	312
2025 Q3	$1.1M	Sell	3,232 -1,353	-30%	-$426K	0.01%	312
2025 Q2	$1.34M	Sell	4,585 -5	-0.1%	-$1.38K	0.01%	304
2025 Q1	$1.25M	Sell	4,590 -34	-0.7%	-$8.84K	0.01%	295
2024 Q4	$1.22M	Buy	+4,624	New	+$1.33M	0.01%	304

Other funds holding GD

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Congress Asset Management's GD Position: Q2 2026 in Review

Congress Asset Management reduced its General Dynamics (GD) stake by 3.3% in Q2 2026, selling an estimated $31.2K and leaving 2,676 shares worth $948K. The position accounts for 0.01% of the portfolio, ranked #305.

Congress Asset Management first reported a position in GD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q2 2025. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Congress Asset Management held 2,676 shares of General Dynamics worth $948K as of Q2 2026.
Congress Asset Management sold 91 General Dynamics shares in Q2 2026, an estimated $31.2K.
General Dynamics made up 0.01% of Congress Asset Management's portfolio in Q2 2026, its #305 holding.
Congress Asset Management first reported a position in General Dynamics in Q4 2024 and has held it in 7 quarters since.
Congress Asset Management's General Dynamics position peaked at $1.34M in Q2 2025.
776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.