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Moss Adams Wealth Advisors’s General Dynamics GD Stock Holding History

Moss Adams Wealth Advisors’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 		$400K Sell
1,128
-22
-2% -$7.54K 0.03% 178
2026
Q1 		$395K Buy
1,150
+30
+3% +$10.6K 0.03% 170
2025
Q4 		$377K Buy
1,120
+52
+5% +$17.7K 0.03% 167
2025
Q3 		$364K Buy
1,068
+21
+2% +$6.62K 0.03% 167
2025
Q2 		$305K Buy
1,047
+234
+29% +$64.4K 0.03% 190
2025
Q1 		$222K Buy
+813
New +$211K 0.02% 197

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Moss Adams Wealth Advisors's GD Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its General Dynamics (GD) stake by 1.9% in Q2 2026, selling an estimated $7.54K and leaving 1,128 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #178.

Moss Adams Wealth Advisors first reported a position in GD in Q1 2025 and has held it in 6 quarters since. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Moss Adams Wealth Advisors held 1,128 shares of General Dynamics worth $400K as of Q2 2026.
  • Moss Adams Wealth Advisors sold 22 General Dynamics shares in Q2 2026, an estimated $7.54K.
  • General Dynamics made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #178 holding.
  • Moss Adams Wealth Advisors first reported a position in General Dynamics in Q1 2025 and has held it in 6 quarters since.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.