Rise Advisors’s American Woodmark AMWD Stock Holding History

Rise Advisors’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	-14	Closed	-$824	–	1545
2025 Q1	$824	Buy	+14	New	+$990	﹤0.01%	1318

Other funds holding AMWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Rise Advisors's AMWD Position: Q2 2025 in Review

Rise Advisors sold out of American Woodmark (AMWD) in Q2 2025, closing a stake of 14 shares — an estimated $824 sold.

Rise Advisors first reported a position in AMWD in Q1 2025 and held it in 1 quarter. The position peaked at $824 in Q1 2025. 200 funds tracked by Wall St. Rank hold AMWD as of Q2 2025.

Rise Advisors reported no remaining American Woodmark position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 14 American Woodmark shares in Q2 2025, an estimated $824.
Rise Advisors first reported a position in American Woodmark in Q1 2025 and held it in 1 quarter.
Rise Advisors's American Woodmark position peaked at $824 in Q1 2025.
200 funds tracked by Wall St. Rank held American Woodmark as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.