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United Financial Planning Group’s Weatherford International WFRD Stock Holding History

United Financial Planning Group’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 		– Sell
-6
Closed -$470 – 641
2025
Q4 		$470 Buy
+6
New +$436 ﹤0.01% 399

Other funds holding WFRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

United Financial Planning Group's WFRD Position: Q1 2026 in Review

United Financial Planning Group sold out of Weatherford International (WFRD) in Q1 2026, closing a stake of 6 shares — an estimated $470 sold.

United Financial Planning Group first reported a position in WFRD in Q4 2025 and held it in 1 quarter. The position peaked at $470 in Q4 2025. 439 funds tracked by Wall St. Rank hold WFRD as of Q1 2026.

  • United Financial Planning Group reported no remaining Weatherford International position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 6 Weatherford International shares in Q1 2026, an estimated $470.
  • United Financial Planning Group first reported a position in Weatherford International in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Weatherford International position peaked at $470 in Q4 2025.
  • 439 funds tracked by Wall St. Rank held Weatherford International as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.