Harbour Investments’s Willdan Group WLDN Stock Holding History

Harbour Investments’s Portfolio WLDN Stock Details WLDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-307	Closed	-$31.8K	–	4781
2025 Q4	$31.8K	Sell	307 -25	-8%	-$2.46K	﹤0.01%	2189
2025 Q3	$32.1K	Buy	+332	New	+$31.4K	﹤0.01%	2103

Other funds holding WLDN

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harbour Investments's WLDN Position: Q1 2026 in Review

Harbour Investments sold out of Willdan Group (WLDN) in Q1 2026, closing a stake of 307 shares — an estimated $31.8K sold.

Harbour Investments first reported a position in WLDN in Q3 2025 and held it in 2 quarters. The position peaked at $32.1K in Q3 2025. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

Harbour Investments reported no remaining Willdan Group position as of Q1 2026 after selling out during the quarter.
Harbour Investments sold 307 Willdan Group shares in Q1 2026, an estimated $31.8K.
Harbour Investments first reported a position in Willdan Group in Q3 2025 and held it in 2 quarters.
Harbour Investments's Willdan Group position peaked at $32.1K in Q3 2025.
253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.