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Private Wealth Management Group’s Liquidity Services LQDT Stock Holding History

Private Wealth Management Group’s Portfolio LQDT Stock Details LQDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.41K Hold
36
– – ﹤0.01% 1235
2026
Q1 		$1.1K Hold
36
– – ﹤0.01% 1235
2025
Q4 		$1.09K Hold
36
– – ﹤0.01% 1247
2025
Q3 		$988 Hold
36
– – ﹤0.01% 1289
2025
Q2 		$850 Hold
36
– – ﹤0.01% 1316
2025
Q1 		$1.12K Hold
36
– – ﹤0.01% 1234
2024
Q4 		$1.16K Hold
36
– – ﹤0.01% 1259
2024
Q3 		$821 Hold
36
– – ﹤0.01% 1336
2024
Q2 		$720 Hold
36
– – ﹤0.01% 1366
2024
Q1 		$670 Hold
36
– – ﹤0.01% 1382
2023
Q4 		$620 Buy
+36
New +$685 ﹤0.01% 1413

Other funds holding LQDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Private Wealth Management Group's LQDT Position: Q2 2026 in Review

Private Wealth Management Group held its Liquidity Services (LQDT) position steady in Q2 2026 at 36 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Private Wealth Management Group first reported a position in LQDT in Q4 2023 and has held it in 11 quarters since. 222 funds tracked by Wall St. Rank hold LQDT as of Q2 2026.

  • Private Wealth Management Group held 36 shares of Liquidity Services worth $1.41K as of Q2 2026.
  • Private Wealth Management Group left its Liquidity Services share count unchanged in Q2 2026.
  • Liquidity Services made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1235 holding.
  • Private Wealth Management Group first reported a position in Liquidity Services in Q4 2023 and has held it in 11 quarters since.
  • 222 funds tracked by Wall St. Rank held Liquidity Services as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.