Orion Portfolio Solutions’s American Woodmark AMWD Stock Holding History

Orion Portfolio Solutions’s Portfolio AMWD Stock Details AMWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$800K	Sell	13,598 -409	-3%	-$28.9K	0.01%	1199
2024 Q4	$1.11M	Sell	14,007 -225	-2%	-$20.6K	0.01%	993
2024 Q3	$1.33M	Sell	14,232 -120	-0.8%	-$10.8K	0.01%	898
2024 Q2	$1.13M	Buy	14,352 +218	+2%	+$19.7K	0.01%	937
2024 Q1	$1.44M	Buy	14,134 +1,339	+10%	+$126K	0.02%	813
2023 Q4	$1.15M	Sell	12,795 -1,775	-12%	-$138K	0.01%	888
2023 Q3	$1.1M	Sell	14,570 -2,353	-14%	-$177K	0.01%	889
2023 Q2	$1.29M	Sell	16,923 -667	-4%	-$38.7K	0.01%	838
2023 Q1	$916K	Buy	+17,590	New	+$952K	0.01%	911
2020 Q3	–	Sell	-2	Closed	–	–	510
2020 Q2	$0	Buy	+2	New	+$114	﹤0.01%	2171

Other funds holding AMWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Orion Portfolio Solutions's AMWD Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its American Woodmark (AMWD) stake by 2.9% in Q1 2025, selling an estimated $28.9K and leaving 13,598 shares worth $800K. The position accounts for 0.01% of the portfolio, ranked #1199.

Orion Portfolio Solutions first reported a position in AMWD in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.44M in Q1 2024. 202 funds tracked by Wall St. Rank hold AMWD as of Q1 2025.

Orion Portfolio Solutions held 13,598 shares of American Woodmark worth $800K as of Q1 2025.
Orion Portfolio Solutions sold 409 American Woodmark shares in Q1 2025, an estimated $28.9K.
American Woodmark made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1199 holding.
Orion Portfolio Solutions first reported a position in American Woodmark in Q2 2020 and has held it in 10 quarters since.
Orion Portfolio Solutions's American Woodmark position peaked at $1.44M in Q1 2024.
202 funds tracked by Wall St. Rank held American Woodmark as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.