UW
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Unique Wealth’s General Dynamics GD Stock Holding History

Unique Wealth’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$310K Buy
874
+10
+1% +$3.42K 0.04% 174
2026
Q1 		$297K Buy
864
+19
+2% +$6.74K 0.04% 161
2025
Q4 		$284K Buy
845
+9
+1% +$3.07K 0.04% 156
2025
Q3 		$285K Buy
836
+2
+0.2% +$630 0.04% 152
2025
Q2 		$243K Buy
834
+4
+0.5% +$1.1K 0.04% 158
2025
Q1 		$226K Buy
830
+13
+2% +$3.38K 0.04% 145
2024
Q4 		$215K Buy
+817
New +$235K 0.04% 132

Other funds holding GD

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Unique Wealth's GD Position: Q2 2026 in Review

Unique Wealth increased its General Dynamics (GD) stake by 1.2% in Q2 2026, buying an estimated $3.42K and bringing the position to 874 shares worth $310K. The position accounts for 0.04% of the portfolio, ranked #174.

Unique Wealth first reported a position in GD in Q4 2024 and has held it in 7 quarters since. 704 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Unique Wealth held 874 shares of General Dynamics worth $310K as of Q2 2026.
  • Unique Wealth bought 10 General Dynamics shares in Q2 2026, an estimated $3.42K.
  • General Dynamics made up 0.04% of Unique Wealth's portfolio in Q2 2026, its #174 holding.
  • Unique Wealth first reported a position in General Dynamics in Q4 2024 and has held it in 7 quarters since.
  • 704 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.