NWAG
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Net Worth Advisory Group’s PDF Solutions PDFS Stock Holding History

Net Worth Advisory Group’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$365K Buy
+5,161
New +$256K 0.09% 226

Other funds holding PDFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Net Worth Advisory Group's PDFS Position: Q2 2026 in Review

Net Worth Advisory Group opened a new position in PDF Solutions (PDFS) in Q2 2026: 5,161 shares worth $365K. The stake represents 0.09% of the portfolio and ranks #226 among its holdings.

282 funds tracked by Wall St. Rank hold PDFS as of Q2 2026.

  • Net Worth Advisory Group held 5,161 shares of PDF Solutions worth $365K as of Q2 2026.
  • PDF Solutions was a new Net Worth Advisory Group position in Q2 2026.
  • PDF Solutions made up 0.09% of Net Worth Advisory Group's portfolio in Q2 2026, its #226 holding.
  • 282 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.