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GDO

NewEdge Advisors’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

NewEdge Advisors’s Portfolio GDO Stock Details GDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$204K Sell
18,970
-700
-4% -$7.62K ﹤0.01% 2764
2026
Q1 		$212K Sell
19,670
-600
-3% -$6.8K ﹤0.01% 2568
2025
Q4 		$239K Hold
20,270
– – ﹤0.01% 2472
2025
Q3 		$241K Hold
20,270
– – ﹤0.01% 2310
2025
Q2 		$239K Hold
20,270
– – ﹤0.01% 2131
2025
Q1 		$235K Hold
20,270
– – ﹤0.01% 2024
2024
Q4 		$230K Sell
20,270
-1,300
-6% -$15.4K ﹤0.01% 2017
2024
Q3 		$278K Sell
21,570
-3,200
-13% -$40.5K ﹤0.01% 1856
2024
Q2 		$302K Buy
24,770
+100
+0.4% +$1.22K ﹤0.01% 1716
2024
Q1 		$308K Buy
24,670
+2,800
+13% +$35.2K ﹤0.01% 1628
2023
Q4 		$272K Buy
21,870
+5,270
+32% +$62.6K ﹤0.01% 1584
2023
Q3 		$197K Sell
16,600
-12,100
-42% -$148K ﹤0.01% 1637
2023
Q2 		$355K Buy
28,700
+500
+2% +$6.2K ﹤0.01% 1385
2023
Q1 		$356K Buy
28,200
+300
+1% +$3.89K ﹤0.01% 1291
2022
Q4 		$356K Sell
27,900
-900
-3% -$11K 0.01% 929
2022
Q3 		$321K Buy
28,800
+1,500
+5% +$20.3K 0.01% 1169
2022
Q2 		$370K Buy
27,300
+1,500
+6% +$21.4K 0.01% 1118
2022
Q1 		$383K Buy
25,800
+2,700
+12% +$43.3K 0.01% 910
2021
Q4 		$404K Buy
+23,100
New +$409K 0.01% 1177

Other funds holding GDO

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

NewEdge Advisors's GDO Position: Q2 2026 in Review

NewEdge Advisors reduced its Western Asset Global Corporate Defined Opportunity Fund (GDO) stake by 3.6% in Q2 2026, selling an estimated $7.62K and leaving 18,970 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #2764.

NewEdge Advisors first reported a position in GDO in Q4 2021 and has held it in 19 quarters since. The position peaked at $404K in Q4 2021. 31 funds tracked by Wall St. Rank hold GDO as of Q2 2026.

  • NewEdge Advisors held 18,970 shares of Western Asset Global Corporate Defined Opportunity Fund worth $204K as of Q2 2026.
  • NewEdge Advisors sold 700 Western Asset Global Corporate Defined Opportunity Fund shares in Q2 2026, an estimated $7.62K.
  • Western Asset Global Corporate Defined Opportunity Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2764 holding.
  • NewEdge Advisors first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's Western Asset Global Corporate Defined Opportunity Fund position peaked at $404K in Q4 2021.
  • 31 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.