Professional Advisory Services
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Professional Advisory Services’s General Dynamics GD Stock Holding History

Professional Advisory Services’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21.9M Sell
66,048
-980
-1% -$364K 2.62% 24
2026
Q2 		$23.7M Buy
67,028
+2,562
+4% +$878K 2.84% 21
2026
Q1 		$22.1M Sell
64,466
-2,633
-4% -$934K 3.05% 15
2025
Q4 		$22.6M Sell
67,099
-2,165
-3% -$738K 2.93% 14
2025
Q3 		$23.6M Sell
69,264
-4,509
-6% -$1.42M 3.07% 10
2025
Q2 		$21.5M Sell
73,773
-8,156
-10% -$2.24M 2.92% 14
2025
Q1 		$22.3M Buy
81,929
+3,720
+5% +$967K 3.13% 14
2024
Q4 		$20.6M Buy
78,209
+4,211
+6% +$1.21M 2.84% 18
2024
Q3 		$22.4M Sell
73,998
-1,903
-3% -$559K 2.94% 14
2024
Q2 		$22M Sell
75,901
-2,668
-3% -$781K 3.01% 11
2024
Q1 		$22.2M Sell
78,569
-83
-0.1% -$22.2K 3.01% 12
2023
Q4 		$20.4M Sell
78,652
-10,397
-12% -$2.54M 2.92% 17
2023
Q3 		$19.7M Buy
89,049
+556
+0.6% +$123K 3.24% 11
2023
Q2 		$19M Buy
88,493
+14,038
+19% +$3.03M 2.89% 19
2023
Q1 		$17M Buy
74,455
+594
+0.8% +$137K 2.65% 23
2022
Q4 		$18.3M Sell
73,861
-9,453
-11% -$2.31M 2.98% 16
2022
Q3 		$17.7M Sell
83,314
-1,044
-1% -$236K 3.07% 16
2022
Q2 		$18.7M Sell
84,358
-268
-0.3% -$61.7K 3.11% 15
2022
Q1 		$20.4M Sell
84,626
-33,998
-29% -$7.55M 2.93% 17
2021
Q4 		$24.7M Sell
118,624
-2,852
-2% -$576K 3.36% 11
2021
Q3 		$23.8M Sell
121,476
-1,277
-1% -$250K 3.5% 11
2021
Q2 		$23.1M Sell
122,753
-1,483
-1% -$280K 3.36% 11
2021
Q1 		$22.6M Sell
124,236
-11,608
-9% -$1.9M 3.45% 12
2020
Q4 		$20.2M Buy
135,844
+2,222
+2% +$325K 3.25% 14
2020
Q3 		$18.5M Buy
133,622
+17,650
+15% +$2.61M 3.3% 14
2020
Q2 		$17.3M Buy
+115,972
New +$16.4M 3.33% 15

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Saratoga Research & Investment Management
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TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Professional Advisory Services's GD Position: Q3 2026 in Review

Professional Advisory Services reduced its General Dynamics (GD) stake by 1.5% in Q3 2026, selling an estimated $364K and leaving 66,048 shares worth $21.9M. The position accounts for 2.62% of the portfolio, ranked #24.

Professional Advisory Services first reported a position in GD in Q2 2020 and has held it in 26 quarters since. The position peaked at $24.7M in Q4 2021. 398 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Professional Advisory Services held 66,048 shares of General Dynamics worth $21.9M as of Q3 2026.
  • Professional Advisory Services sold 980 General Dynamics shares in Q3 2026, an estimated $364K.
  • General Dynamics made up 2.62% of Professional Advisory Services's portfolio in Q3 2026, its #24 holding.
  • Professional Advisory Services first reported a position in General Dynamics in Q2 2020 and has held it in 26 quarters since.
  • Professional Advisory Services's General Dynamics position peaked at $24.7M in Q4 2021.
  • 398 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Professional Advisory Services's 13F filing for Q3 2026, filed 8 Oct 2026.