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Parsonex Advisory Services’s Willdan Group WLDN Stock Holding History

Parsonex Advisory Services’s Portfolio WLDN Stock Details WLDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,250
Closed -$648K – 100
2025
Q4 		$648K Sell
6,250
-3,750
-38% -$369K 0.41% 50
2025
Q3 		$967K Hold
10,000
– – 0.66% 40
2025
Q2 		$625K Buy
+10,000
New +$477K 0.52% 48

Other funds holding WLDN

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Parsonex Advisory Services's WLDN Position: Q1 2026 in Review

Parsonex Advisory Services sold out of Willdan Group (WLDN) in Q1 2026, closing a stake of 6,250 shares — an estimated $648K sold.

Parsonex Advisory Services first reported a position in WLDN in Q2 2025 and held it in 3 quarters. The position peaked at $967K in Q3 2025. 254 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Parsonex Advisory Services reported no remaining Willdan Group position as of Q1 2026 after selling out during the quarter.
  • Parsonex Advisory Services sold 6,250 Willdan Group shares in Q1 2026, an estimated $648K.
  • Parsonex Advisory Services first reported a position in Willdan Group in Q2 2025 and held it in 3 quarters.
  • Parsonex Advisory Services's Willdan Group position peaked at $967K in Q3 2025.
  • 254 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Parsonex Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.