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Gilpin Wealth Management’s PDF Solutions PDFS Stock Holding History

Gilpin Wealth Management’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$213 Hold
3
– – ﹤0.01% 900
2026
Q1 		$99 Hold
3
– – ﹤0.01% 951
2025
Q4 		$86 Buy
+3
New +$83 ﹤0.01% 865

Other funds holding PDFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Gilpin Wealth Management's PDFS Position: Q2 2026 in Review

Gilpin Wealth Management held its PDF Solutions (PDFS) position steady in Q2 2026 at 3 shares worth $213. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Gilpin Wealth Management first reported a position in PDFS in Q4 2025 and has held it in 3 quarters since. 282 funds tracked by Wall St. Rank hold PDFS as of Q2 2026.

  • Gilpin Wealth Management held 3 shares of PDF Solutions worth $213 as of Q2 2026.
  • Gilpin Wealth Management left its PDF Solutions share count unchanged in Q2 2026.
  • PDF Solutions made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #900 holding.
  • Gilpin Wealth Management first reported a position in PDF Solutions in Q4 2025 and has held it in 3 quarters since.
  • 282 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.