PWM
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Parkworth Wealth Management’s Walker & Dunlop WD Stock Holding History

Parkworth Wealth Management’s Portfolio WD Stock Details WD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$70 Hold
1
– – ﹤0.01% 1207
2025
Q1 		$85 Hold
1
– – ﹤0.01% 986
2024
Q4 		$97 Buy
+1
New +$108 ﹤0.01% 989

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Parkworth Wealth Management's WD Position: Q2 2025 in Review

Parkworth Wealth Management held its Walker & Dunlop (WD) position steady in Q2 2025 at 1 share worth $70. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Parkworth Wealth Management first reported a position in WD in Q4 2024 and has held it in 3 quarters since. The position peaked at $97 in Q4 2024. 284 funds tracked by Wall St. Rank hold WD as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Walker & Dunlop worth $70 as of Q2 2025.
  • Parkworth Wealth Management left its Walker & Dunlop share count unchanged in Q2 2025.
  • Walker & Dunlop made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1207 holding.
  • Parkworth Wealth Management first reported a position in Walker & Dunlop in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Walker & Dunlop position peaked at $97 in Q4 2024.
  • 284 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.