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Steward Partners Investment Advisory’s Walker & Dunlop WD Stock Holding History

Steward Partners Investment Advisory’s Portfolio WD Stock Details WD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$588K Buy
10,758
+10,464
+3,559% +$530K ﹤0.01% 1609
2026
Q1 		$13K Hold
294
– – ﹤0.01% 3441
2025
Q4 		$17.7K Hold
294
– – ﹤0.01% 3187
2025
Q3 		$24.6K Sell
294
-162
-36% -$13K ﹤0.01% 2996
2025
Q2 		$32.1K Sell
456
-5
-1% -$361 ﹤0.01% 2702
2025
Q1 		$39.4K Buy
461
+153
+50% +$13.7K ﹤0.01% 2500
2024
Q4 		$29.9K Sell
308
-13
-4% -$1.41K ﹤0.01% 2588
2024
Q3 		$36.5K Buy
321
+11
+4% +$1.15K ﹤0.01% 2395
2024
Q2 		$30.4K Buy
310
+16
+5% +$1.52K ﹤0.01% 2332
2024
Q1 		$29.7K Buy
+294
New +$28.2K ﹤0.01% 2347
2022
Q2 		– Sell
-100
Closed -$13K – 3387
2022
Q1 		$13K Hold
100
– – ﹤0.01% 2569
2021
Q4 		$15K Buy
+100
New +$13.9K ﹤0.01% 2453
2021
Q2 		– Sell
-563
Closed -$57.8K – 7428
2021
Q1 		$57.8K Buy
+563
New +$54.7K ﹤0.01% 1909

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Steward Partners Investment Advisory's WD Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Walker & Dunlop (WD) stake by 3,559% in Q2 2026, buying an estimated $530K and bringing the position to 10,758 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

Steward Partners Investment Advisory first reported a position in WD in Q1 2021 and has held it in 13 quarters since. 266 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Steward Partners Investment Advisory held 10,758 shares of Walker & Dunlop worth $588K as of Q2 2026.
  • Steward Partners Investment Advisory bought 10,464 Walker & Dunlop shares in Q2 2026, an estimated $530K.
  • Walker & Dunlop made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1609 holding.
  • Steward Partners Investment Advisory first reported a position in Walker & Dunlop in Q1 2021 and has held it in 13 quarters since.
  • 266 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.