Morton Brown Family Wealth’s General Dynamics GD Stock Holding History

Morton Brown Family Wealth’s Portfolio GD Stock Details GD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.3K	Buy	29 +2	+7%	+$685	﹤0.01%	197
2026 Q1	$9.27K	Hold	27	–	–	﹤0.01%	198
2025 Q4	$9.09K	Hold	27	–	–	﹤0.01%	203
2025 Q3	$9.21K	Hold	27	–	–	﹤0.01%	189
2025 Q2	$7.88K	Hold	27	–	–	﹤0.01%	207
2025 Q1	$7.36K	Hold	27	–	–	﹤0.01%	211
2024 Q4	$7.11K	Hold	27	–	–	﹤0.01%	191
2024 Q3	$8.16K	Hold	27	–	–	﹤0.01%	177
2024 Q2	$7.92K	Hold	27	–	–	﹤0.01%	165
2024 Q1	$7.63K	Hold	27	–	–	﹤0.01%	164
2023 Q4	$7.01K	Hold	27	–	–	﹤0.01%	198
2023 Q3	$5.97K	Hold	27	–	–	﹤0.01%	144
2023 Q2	$5.81K	Hold	27	–	–	﹤0.01%	140
2023 Q1	$6.16K	Hold	27	–	–	﹤0.01%	153
2022 Q4	$6.7K	Hold	27	–	–	﹤0.01%	128
2022 Q3	$6K	Sell	27 -7	-21%	-$1.58K	﹤0.01%	135
2022 Q2	$8K	Buy	+34	New	+$7.82K	0.01%	116

Other funds holding GD

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Morton Brown Family Wealth's GD Position: Q2 2026 in Review

Morton Brown Family Wealth increased its General Dynamics (GD) stake by 7.4% in Q2 2026, buying an estimated $685 and bringing the position to 29 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

Morton Brown Family Wealth first reported a position in GD in Q2 2022 and has held it in 17 quarters since. 701 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Morton Brown Family Wealth held 29 shares of General Dynamics worth $10.3K as of Q2 2026.
Morton Brown Family Wealth bought 2 General Dynamics shares in Q2 2026, an estimated $685.
General Dynamics made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #197 holding.
Morton Brown Family Wealth first reported a position in General Dynamics in Q2 2022 and has held it in 17 quarters since.
701 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.