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Harbour Investments’s Walker & Dunlop WD Stock Holding History

Harbour Investments’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
Q4 		– Sell
-5
Closed -$418 – 4032
2025
Q3 		$418 Buy
+5
New +$403 ﹤0.01% 3537
2021
Q3 		– Sell
-5
Closed -$1K – 4018
2021
Q2 		$1K Hold
5
– – ﹤0.01% 3666
2021
Q1 		$1K Buy
+5
New +$486 ﹤0.01% 3508

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Harbour Investments's WD Position: Q4 2025 in Review

Harbour Investments sold out of Walker & Dunlop (WD) in Q4 2025, closing a stake of 5 shares — an estimated $418 sold.

Harbour Investments first reported a position in WD in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 278 funds tracked by Wall St. Rank hold WD as of Q4 2025.

  • Harbour Investments reported no remaining Walker & Dunlop position as of Q4 2025 after selling out during the quarter.
  • Harbour Investments sold 5 Walker & Dunlop shares in Q4 2025, an estimated $418.
  • Harbour Investments first reported a position in Walker & Dunlop in Q1 2021 and held it in 3 quarters.
  • Harbour Investments's Walker & Dunlop position peaked at $1K in Q2 2021.
  • 278 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2025.

Based on Harbour Investments's 13F filing for Q4 2025, filed 9 Feb 2026.