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Crewe Advisors’s General Dynamics GD Stock Holding History

Crewe Advisors’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 		$21.6K Buy
61
+26
+74% +$8.9K ﹤0.01% 599
2026
Q1 		$12K Buy
35
+24
+218% +$8.51K ﹤0.01% 600
2025
Q4 		$3.7K Sell
11
-306
-97% -$104K ﹤0.01% 780
2025
Q3 		$108K Sell
317
-30
-9% -$9.46K 0.01% 280
2025
Q2 		$101K Buy
347
+34
+11% +$9.36K 0.01% 221
2025
Q1 		$85.3K Hold
313
– – 0.01% 218
2024
Q4 		$82.5K Sell
313
-90
-22% -$25.9K 0.01% 227
2024
Q3 		$122K Buy
403
+2
+0.5% +$588 0.01% 206
2024
Q2 		$116K Sell
401
-34
-8% -$9.96K 0.01% 246
2024
Q1 		$123K Buy
+435
New +$116K 0.01% 244
2023
Q3 		– Sell
-313
Closed -$67.3K – 708
2023
Q2 		$67.3K Sell
313
-252
-45% -$54.4K 0.01% 243
2023
Q1 		$129K Buy
565
+313
+124% +$72.3K 0.02% 203
2022
Q4 		$62.5K Buy
252
+125
+98% +$30.5K 0.01% 286
2022
Q3 		$27K Buy
127
+6
+5% +$1.36K ﹤0.01% 407
2022
Q2 		$27K Buy
+121
New +$27.8K 0.01% 370
2020
Q4 		– Sell
-28
Closed -$4K – 536
2020
Q3 		$4K Buy
+28
New +$4.13K ﹤0.01% 394
2019
Q3 		– Sell
-9
Closed -$2K – 254
2019
Q2 		$2K Hold
9
– – ﹤0.01% 263
2019
Q1 		$2K Buy
+9
New +$1.52K ﹤0.01% 215

Other funds holding GD

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
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
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Crewe Advisors's GD Position: Q2 2026 in Review

Crewe Advisors increased its General Dynamics (GD) stake by 74% in Q2 2026, buying an estimated $8.9K and bringing the position to 61 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Crewe Advisors first reported a position in GD in Q1 2019 and has held it in 18 quarters since. The position peaked at $129K in Q1 2023. 701 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Crewe Advisors held 61 shares of General Dynamics worth $21.6K as of Q2 2026.
  • Crewe Advisors bought 26 General Dynamics shares in Q2 2026, an estimated $8.9K.
  • General Dynamics made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #599 holding.
  • Crewe Advisors first reported a position in General Dynamics in Q1 2019 and has held it in 18 quarters since.
  • Crewe Advisors's General Dynamics position peaked at $129K in Q1 2023.
  • 701 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.