LWMI
GLDD

Legacy Wealth Management (Idaho)’s Great Lakes Dredge & Dock GLDD Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio GLDD Stock Details GLDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-400
Closed -$3.48K – 801
2025
Q1 		$3.48K Hold
400
– – ﹤0.01% 463
2024
Q4 		$4.56K Hold
400
– – ﹤0.01% 399
2024
Q3 		$4.82K Buy
+400
New +$3.72K ﹤0.01% 392

Other funds holding GLDD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s GLDD Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Great Lakes Dredge & Dock (GLDD) in Q2 2025, closing a stake of 400 shares — an estimated $3.48K sold.

Legacy Wealth Management (Idaho) first reported a position in GLDD in Q3 2024 and held it in 3 quarters. The position peaked at $4.82K in Q3 2024. 191 funds tracked by Wall St. Rank hold GLDD as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Great Lakes Dredge & Dock position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 400 Great Lakes Dredge & Dock shares in Q2 2025, an estimated $3.48K.
  • Legacy Wealth Management (Idaho) first reported a position in Great Lakes Dredge & Dock in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Great Lakes Dredge & Dock position peaked at $4.82K in Q3 2024.
  • 191 funds tracked by Wall St. Rank held Great Lakes Dredge & Dock as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.