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Live Oak Private Wealth’s Floor & Decor FND Stock Holding History

Live Oak Private Wealth’s Portfolio FND Stock Details FND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.12M Sell
41,646
-3,288
-7% -$214K 0.29% 76
2025
Q4 		$2.74M Sell
44,934
-9,842
-18% -$638K 0.37% 63
2025
Q3 		$4.04M Buy
54,776
+1,783
+3% +$146K 0.56% 56
2025
Q2 		$4.03M Sell
52,993
-776
-1% -$57.6K 0.6% 55
2025
Q1 		$4.33M Buy
53,769
+2,928
+6% +$277K 0.7% 51
2024
Q4 		$5.07M Buy
50,841
+393
+0.8% +$42.2K 0.85% 46
2024
Q3 		$6.26M Buy
50,448
+4,771
+10% +$496K 1.02% 41
2024
Q2 		$4.54M Buy
45,677
+15,705
+52% +$1.81M 0.78% 52
2024
Q1 		$3.88M Buy
+29,972
New +$3.4M 0.67% 52

Other funds holding FND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return