Morgan Stanley
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Morgan Stanley’s Willdan Group WLDN Stock Holding History

Morgan Stanley’s Portfolio WLDN Stock Details WLDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.32M Sell
121,797
-9,136
-7% -$967K ﹤0.01% 3623
2025
Q4 		$13.6M Buy
130,933
+2,762
+2% +$272K ﹤0.01% 3317
2025
Q3 		$12.4M Sell
128,171
-65,397
-34% -$6.19M ﹤0.01% 3351
2025
Q2 		$12.1M Buy
193,568
+106,068
+121% +$5.06M ﹤0.01% 3271
2025
Q1 		$3.56M Buy
87,500
+19,056
+28% +$705K ﹤0.01% 4204
2024
Q4 		$2.61M Sell
68,444
-21,549
-24% -$925K ﹤0.01% 4520
2024
Q3 		$3.69M Sell
89,993
-14,816
-14% -$532K ﹤0.01% 4202
2024
Q2 		$3.02M Buy
104,809
+69,371
+196% +$2.07M ﹤0.01% 4281
2024
Q1 		$1.03M Sell
35,438
-47,092
-57% -$1.03M ﹤0.01% 4939
2023
Q4 		$1.77M Buy
82,530
+49,997
+154% +$994K ﹤0.01% 4985
2023
Q3 		$665K Sell
32,533
-479
-1% -$10.2K ﹤0.01% 5024
2023
Q2 		$633K Sell
33,012
-55,780
-63% -$937K ﹤0.01% 5101
2023
Q1 		$1.39M Buy
88,792
+369
+0.4% +$6.62K ﹤0.01% 4678
2022
Q4 		$1.58M Buy
88,423
+68,444
+343% +$1.05M ﹤0.01% 4604
2022
Q3 		$296K Buy
19,979
+1,247
+7% +$29.8K ﹤0.01% 5541
2022
Q2 		$516K Buy
18,732
+10,555
+129% +$289K ﹤0.01% 5407
2022
Q1 		$249K Sell
8,177
-4,876
-37% -$152K ﹤0.01% 5793
2021
Q4 		$460K Buy
13,053
+2,902
+29% +$108K ﹤0.01% 5602
2021
Q3 		$362K Sell
10,151
-35,732
-78% -$1.35M ﹤0.01% 5685
2021
Q2 		$1.73M Buy
45,883
+9,974
+28% +$385K ﹤0.01% 4742
2021
Q1 		$1.47M Buy
35,909
+26,299
+274% +$1.21M ﹤0.01% 4488
2020
Q4 		$400K Buy
9,610
+7,380
+331% +$256K ﹤0.01% 5224
2020
Q3 		$57K Sell
2,230
-3,250
-59% -$87.6K ﹤0.01% 5682
2020
Q2 		$138K Buy
5,480
+1,738
+46% +$40K ﹤0.01% 5247
2020
Q1 		$80K Sell
3,742
-13,052
-78% -$402K ﹤0.01% 5278
2019
Q4 		$533K Buy
16,794
+11,812
+237% +$374K ﹤0.01% 4893
2019
Q3 		$175K Buy
4,982
+2,748
+123% +$98K ﹤0.01% 5200
2019
Q2 		$83K Sell
2,234
-1,641
-42% -$59.3K ﹤0.01% 5410
2019
Q1 		$143K Sell
3,875
-12,999
-77% -$463K ﹤0.01% 5226
2018
Q4 		$590K Sell
16,874
-211
-1% -$7.22K ﹤0.01% 4683
2018
Q3 		$580K Sell
17,085
-3,825
-18% -$119K ﹤0.01% 4921
2018
Q2 		$647K Buy
20,910
+112
+0.5% +$3.23K ﹤0.01% 4925
2018
Q1 		$590K Sell
20,798
-21,861
-51% -$511K ﹤0.01% 4904
2017
Q4 		$1.02M Buy
42,659
+16,007
+60% +$434K ﹤0.01% 4525
2017
Q3 		$865K Sell
26,652
-17,448
-40% -$558K ﹤0.01% 4529
2017
Q2 		$1.35M Sell
44,100
-49,106
-53% -$1.54M ﹤0.01% 4141
2017
Q1 		$3.01M Buy
93,206
+34,043
+58% +$970K ﹤0.01% 3429
2016
Q4 		$1.34M Buy
59,163
+1,400
+2% +$28.4K ﹤0.01% 4244
2016
Q3 		$1.01M Buy
57,763
+27,146
+89% +$390K ﹤0.01% 4025
2016
Q2 		$325K Sell
30,617
-1,385
-4% -$14.5K ﹤0.01% 4679
2016
Q1 		$309K Sell
32,002
-3,702
-10% -$30.8K ﹤0.01% 4718
2015
Q4 		$300K Sell
35,704
-116,242
-77% -$1.16M ﹤0.01% 4873
2015
Q3 		$1.54M Sell
151,946
-54,767
-26% -$562K ﹤0.01% 3747
2015
Q2 		$2.31M Buy
206,713
+17,473
+9% +$246K ﹤0.01% 3495
2015
Q1 		$3M Sell
189,240
-48,806
-21% -$673K ﹤0.01% 3201
2014
Q4 		$3.21M Buy
238,046
+16,847
+8% +$248K ﹤0.01% 3149
2014
Q3 		$3.2M Buy
221,199
+181,741
+461% +$1.89M ﹤0.01% 3040
2014
Q2 		$342K Buy
39,458
+27,446
+228% +$159K ﹤0.01% 4862
2014
Q1 		$54K Buy
12,012
+12
+0.1% +$56 ﹤0.01% 5676
2013
Q4 		$64K Buy
+12,000
New +$47.2K ﹤0.01% 5512

Other funds holding WLDN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley's WLDN Position: Q1 2026 in Review

Morgan Stanley reduced its Willdan Group (WLDN) stake by 7% in Q1 2026, selling an estimated $967K and leaving 121,797 shares worth $9.32M. The position accounts for ﹤0.01% of the portfolio, ranked #3623.

Morgan Stanley first reported a position in WLDN in Q4 2013 and has held it in 50 quarters since. The position peaked at $13.6M in Q4 2025. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Morgan Stanley held 121,797 shares of Willdan Group worth $9.32M as of Q1 2026.
  • Morgan Stanley sold 9,136 Willdan Group shares in Q1 2026, an estimated $967K.
  • Willdan Group made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3623 holding.
  • Morgan Stanley first reported a position in Willdan Group in Q4 2013 and has held it in 50 quarters since.
  • Morgan Stanley's Willdan Group position peaked at $13.6M in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.