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Stratos Wealth Partners’s Willdan Group WLDN Stock Holding History

Stratos Wealth 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
Q1 		$1.38M Sell
17,969
-1,139
-6% -$121K 0.02% 679
2025
Q4 		$1.98M Buy
19,108
+24
+0.1% +$2.36K 0.02% 554
2025
Q3 		$1.85M Buy
+19,084
New +$1.81M 0.02% 556

Other funds holding WLDN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stratos Wealth Partners's WLDN Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Willdan Group (WLDN) stake by 6% in Q1 2026, selling an estimated $121K and leaving 17,969 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #679.

Stratos Wealth Partners first reported a position in WLDN in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.98M in Q4 2025. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Stratos Wealth Partners held 17,969 shares of Willdan Group worth $1.38M as of Q1 2026.
  • Stratos Wealth Partners sold 1,139 Willdan Group shares in Q1 2026, an estimated $121K.
  • Willdan Group made up 0.02% of Stratos Wealth Partners's portfolio in Q1 2026, its #679 holding.
  • Stratos Wealth Partners first reported a position in Willdan Group in Q3 2025 and has held it in 3 quarters since.
  • Stratos Wealth Partners's Willdan Group position peaked at $1.98M in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.