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Stoneridge Investment Partners’s Willdan Group WLDN Stock Holding History

Stoneridge Investment Partners’s Portfolio WLDN Stock Details WLDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,799
Closed -$750K – 196
2026
Q1 		$750K Buy
9,799
+5,061
+107% +$535K 0.54% 50
2025
Q4 		$491K Buy
+4,738
New +$466K 0.34% 66

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NPIC
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Vanguard Portfolio Management
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AFCM
Alta Fox Capital Management Fort Worth, Texas $497M AUM 48.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Stoneridge Investment Partners's WLDN Position: Q2 2026 in Review

Stoneridge Investment Partners sold out of Willdan Group (WLDN) in Q2 2026, closing a stake of 9,799 shares — an estimated $750K sold.

Stoneridge Investment Partners first reported a position in WLDN in Q4 2025 and held it in 2 quarters. The position peaked at $750K in Q1 2026. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Stoneridge Investment Partners reported no remaining Willdan Group position as of Q2 2026 after selling out during the quarter.
  • Stoneridge Investment Partners sold 9,799 Willdan Group shares in Q2 2026, an estimated $750K.
  • Stoneridge Investment Partners first reported a position in Willdan Group in Q4 2025 and held it in 2 quarters.
  • Stoneridge Investment Partners's Willdan Group position peaked at $750K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.