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Harvest Investment Services’s Willdan Group WLDN Stock Holding History

Harvest Investment Services’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
-5,487
Closed -$569K – 390
2025
Q4 		$569K Sell
5,487
-4,877
-47% -$480K 0.11% 187
2025
Q3 		$1M Buy
+10,364
New +$981K 0.2% 124

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harvest Investment Services's WLDN Position: Q1 2026 in Review

Harvest Investment Services sold out of Willdan Group (WLDN) in Q1 2026, closing a stake of 5,487 shares — an estimated $569K sold.

Harvest Investment Services first reported a position in WLDN in Q3 2025 and held it in 2 quarters. The position peaked at $1M in Q3 2025. 256 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Harvest Investment Services reported no remaining Willdan Group position as of Q1 2026 after selling out during the quarter.
  • Harvest Investment Services sold 5,487 Willdan Group shares in Q1 2026, an estimated $569K.
  • Harvest Investment Services first reported a position in Willdan Group in Q3 2025 and held it in 2 quarters.
  • Harvest Investment Services's Willdan Group position peaked at $1M in Q3 2025.
  • 256 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.