Montag & Associates’s Walker & Dunlop WD Stock Holding History

Montag & Associates’s Portfolio WD Stock Details WD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7	Closed	-$586	–	1168
2025 Q3	$586	Buy	+7	New	+$564	﹤0.01%	1069

Other funds holding WD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Montag & Associates's WD Position: Q4 2025 in Review

Montag & Associates sold out of Walker & Dunlop (WD) in Q4 2025, closing a stake of 7 shares — an estimated $586 sold.

Montag & Associates first reported a position in WD in Q3 2025 and held it in 1 quarter. The position peaked at $586 in Q3 2025. 278 funds tracked by Wall St. Rank hold WD as of Q4 2025.

Montag & Associates reported no remaining Walker & Dunlop position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 7 Walker & Dunlop shares in Q4 2025, an estimated $586.
Montag & Associates first reported a position in Walker & Dunlop in Q3 2025 and held it in 1 quarter.
Montag & Associates's Walker & Dunlop position peaked at $586 in Q3 2025.
278 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.