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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Steward Partners Investment Advisory's WD Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Walker & Dunlop (WD) position steady in Q1 2026 at 294 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #3441.

Steward Partners Investment Advisory first reported a position in WD in Q1 2021 and has held it in 12 quarters since. The position peaked at $57.8K in Q1 2021. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

Steward Partners Investment Advisory held 294 shares of Walker & Dunlop worth $13K as of Q1 2026.
Steward Partners Investment Advisory left its Walker & Dunlop share count unchanged in Q1 2026.
Walker & Dunlop made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3441 holding.
Steward Partners Investment Advisory first reported a position in Walker & Dunlop in Q1 2021 and has held it in 12 quarters since.
Steward Partners Investment Advisory's Walker & Dunlop position peaked at $57.8K in Q1 2021.
254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.