Continuum Advisory’s Walker & Dunlop WD Stock Holding History

Continuum 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
2025 Q2	–	Sell	-92	Closed	-$7.85K	–	1569
2025 Q1	$7.85K	Hold	92	–	–	﹤0.01%	1036
2024 Q4	$8.94K	Hold	92	–	–	﹤0.01%	1020
2024 Q3	$9.9K	Hold	92	–	–	﹤0.01%	992
2024 Q2	$9.03K	Hold	92	–	–	﹤0.01%	971
2024 Q1	$9K	Buy	+92	New	+$8.84K	﹤0.01%	968
2023 Q4	–	Sell	-21,000	Closed	-$21K	–	493
2023 Q3	$21K	Hold	21,000	–	–	﹤0.01%	447
2023 Q2	$21K	Hold	21,000	–	–	﹤0.01%	446
2023 Q1	$21K	Hold	21,000	–	–	﹤0.01%	422
2022 Q4	$21K	Hold	21,000	–	–	﹤0.01%	410
2022 Q3	$21K	Hold	21,000	–	–	﹤0.01%	402
2022 Q2	$21K	Hold	21,000	–	–	﹤0.01%	400
2022 Q1	$21K	Sell	21,000 -6	-0%	-$823	﹤0.01%	374
2021 Q4	$22K	Hold	21,006	–	–	﹤0.01%	302
2021 Q3	$22K	Buy	+21,006	New	+$2.2M	0.01%	293

Other funds holding WD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Continuum Advisory's WD Position: Q2 2025 in Review

Continuum Advisory sold out of Walker & Dunlop (WD) in Q2 2025, closing a stake of 92 shares — an estimated $7.85K sold.

Continuum Advisory first reported a position in WD in Q3 2021 and held it in 14 quarters. The position peaked at $22K in Q4 2021. 284 funds tracked by Wall St. Rank hold WD as of Q2 2025.

Continuum Advisory reported no remaining Walker & Dunlop position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 92 Walker & Dunlop shares in Q2 2025, an estimated $7.85K.
Continuum Advisory first reported a position in Walker & Dunlop in Q3 2021 and held it in 14 quarters.
Continuum Advisory's Walker & Dunlop position peaked at $22K in Q4 2021.
284 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.