MWM
PDO

Meadowbrook Wealth Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Meadowbrook Wealth Management’s Portfolio PDO Stock Details PDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$574K Buy
+43,270
New +$567K 0.62% 36
2026
Q1 		– Sell
-32,970
Closed -$456K – 74
2025
Q4 		$456K Buy
32,970
+100
+0.3% +$1.39K 0.52% 40
2025
Q3 		$464K Buy
+32,870
New +$451K 0.48% 46

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Meadowbrook Wealth Management's PDO Position: Q2 2026 in Review

Meadowbrook Wealth Management opened a new position in PIMCO Dynamic Income Opportunities Fund (PDO) in Q2 2026: 43,270 shares worth $574K. The stake represents 0.62% of the portfolio and ranks #36 among its holdings. This is a return to the name: Meadowbrook Wealth Management previously reported a position in PDO as recently as Q4 2025.

Meadowbrook Wealth Management first reported a position in PDO in Q3 2025 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Meadowbrook Wealth Management held 43,270 shares of PIMCO Dynamic Income Opportunities Fund worth $574K as of Q2 2026.
  • PIMCO Dynamic Income Opportunities Fund was a new Meadowbrook Wealth Management position in Q2 2026.
  • PIMCO Dynamic Income Opportunities Fund made up 0.62% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Meadowbrook Wealth Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2025 and has held it in 3 quarters since.
  • 135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.