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GDS Wealth Management’s Information Services Group III Stock Holding History

GDS Wealth Management’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$499K Sell
130,000
-14,513
-10% -$71.4K 0.03% 122
2025
Q4 		$835K Sell
144,513
-50,000
-26% -$281K 0.05% 100
2025
Q3 		$1.12M Buy
+194,513
New +$967K 0.07% 91

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

GDS Wealth Management's III Position: Q1 2026 in Review

GDS Wealth Management reduced its Information Services Group (III) stake by 10% in Q1 2026, selling an estimated $71.4K and leaving 130,000 shares worth $499K. The position accounts for 0.03% of the portfolio, ranked #122.

GDS Wealth Management first reported a position in III in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q3 2025. 143 funds tracked by Wall St. Rank hold III as of Q1 2026.

  • GDS Wealth Management held 130,000 shares of Information Services Group worth $499K as of Q1 2026.
  • GDS Wealth Management sold 14,513 Information Services Group shares in Q1 2026, an estimated $71.4K.
  • Information Services Group made up 0.03% of GDS Wealth Management's portfolio in Q1 2026, its #122 holding.
  • GDS Wealth Management first reported a position in Information Services Group in Q3 2025 and has held it in 3 quarters since.
  • GDS Wealth Management's Information Services Group position peaked at $1.12M in Q3 2025.
  • 143 funds tracked by Wall St. Rank held Information Services Group as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.