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Summit Trail Advisors’s Weatherford International WFRD Stock Holding History

Summit Trail Advisors’s Portfolio WFRD Stock Details WFRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$537K Buy
+5,682
New +$535K 0.01% 1145
2025
Q4 		– Sell
-4,313
Closed -$295K – 1385
2025
Q3 		$295K Buy
+4,313
New +$256K ﹤0.01% 1212

Other funds holding WFRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Summit Trail Advisors's WFRD Position: Q1 2026 in Review

Summit Trail Advisors opened a new position in Weatherford International (WFRD) in Q1 2026: 5,682 shares worth $537K. The stake represents 0.01% of the portfolio and ranks #1145 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in WFRD as recently as Q3 2025.

Summit Trail Advisors first reported a position in WFRD in Q3 2025 and has held it in 2 quarters since. 435 funds tracked by Wall St. Rank hold WFRD as of Q1 2026.

  • Summit Trail Advisors held 5,682 shares of Weatherford International worth $537K as of Q1 2026.
  • Weatherford International was a new Summit Trail Advisors position in Q1 2026.
  • Weatherford International made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1145 holding.
  • Summit Trail Advisors first reported a position in Weatherford International in Q3 2025 and has held it in 2 quarters since.
  • 435 funds tracked by Wall St. Rank held Weatherford International as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.