PS
AMWD

Principal Securities’s American Woodmark AMWD Stock Holding History

Principal Securities’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
Q2 		– Sell
-6
Closed -$477 – 3683
2025
Q1 		$477 Hold
6
– – ﹤0.01% 3364
2024
Q4 		$477 Sell
6
-26
-81% -$2.38K ﹤0.01% 3359
2024
Q3 		$2.99K Sell
32
-144
-82% -$13K ﹤0.01% 2833
2024
Q2 		$13.8K Buy
176
+11
+7% +$993 ﹤0.01% 2248
2024
Q1 		$16.8K Buy
165
+139
+535% +$13.1K ﹤0.01% 2099
2023
Q4 		$2.41K Buy
+26
New +$2.02K ﹤0.01% 2763

Other funds holding AMWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Principal Securities's AMWD Position: Q2 2025 in Review

Principal Securities sold out of American Woodmark (AMWD) in Q2 2025, closing a stake of 6 shares — an estimated $477 sold.

Principal Securities first reported a position in AMWD in Q4 2023 and held it in 6 quarters. The position peaked at $16.8K in Q1 2024. 200 funds tracked by Wall St. Rank hold AMWD as of Q2 2025.

  • Principal Securities reported no remaining American Woodmark position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 6 American Woodmark shares in Q2 2025, an estimated $477.
  • Principal Securities first reported a position in American Woodmark in Q4 2023 and held it in 6 quarters.
  • Principal Securities's American Woodmark position peaked at $16.8K in Q1 2024.
  • 200 funds tracked by Wall St. Rank held American Woodmark as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.