Impact Partnership Wealth
DDS icon

Impact Partnership Wealth’s Dillards DDS Stock Holding History

Impact Partnership Wealth’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$326K Sell
486
-978
-67% -$592K 0.03% 347
2026
Q2 		$774K Buy
1,464
+122
+9% +$70.5K 0.08% 176
2026
Q1 		$768K Buy
1,342
+150
+13% +$93.6K 0.09% 145
2025
Q4 		$723K Buy
1,192
+230
+24% +$145K 0.09% 146
2025
Q3 		$591K Buy
962
+141
+17% +$72.9K 0.09% 142
2025
Q2 		$343K Buy
+821
New +$306K 0.06% 199

Other funds holding DDS

Dimensional Fund Advisors
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ClientFirst Wealth Management
ClientFirst Wealth Management Little Rock, Arkansas $138M AUM 15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Impact Partnership Wealth's DDS Position: Q3 2026 in Review

Impact Partnership Wealth reduced its Dillards (DDS) stake by 67% in Q3 2026, selling an estimated $592K and leaving 486 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #347.

Impact Partnership Wealth first reported a position in DDS in Q2 2025 and has held it in 6 quarters since. The position peaked at $774K in Q2 2026. 183 funds tracked by Wall St. Rank hold DDS as of Q3 2026.

  • Impact Partnership Wealth held 486 shares of Dillards worth $326K as of Q3 2026.
  • Impact Partnership Wealth sold 978 Dillards shares in Q3 2026, an estimated $592K.
  • Dillards made up 0.03% of Impact Partnership Wealth's portfolio in Q3 2026, its #347 holding.
  • Impact Partnership Wealth first reported a position in Dillards in Q2 2025 and has held it in 6 quarters since.
  • Impact Partnership Wealth's Dillards position peaked at $774K in Q2 2026.
  • 183 funds tracked by Wall St. Rank held Dillards as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.