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Walled Lake Planning & Wealth Management’s GoodRx Holdings GDRX Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio GDRX Stock Details GDRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,027
Closed -$42.4K – 139
2025
Q3 		$42.4K Sell
10,027
-1,054
-10% -$4.63K 0.01% 142
2025
Q2 		$55.2K Buy
+11,081
New +$48.1K 0.02% 141

Other funds holding GDRX

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PTC
Petrus Trust Company Dallas, Texas $915M AUM 2.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Walled Lake Planning & Wealth Management's GDRX Position: Q4 2025 in Review

Walled Lake Planning & Wealth Management sold out of GoodRx Holdings (GDRX) in Q4 2025, closing a stake of 10,027 shares — an estimated $42.4K sold.

Walled Lake Planning & Wealth Management first reported a position in GDRX in Q2 2025 and held it in 2 quarters. The position peaked at $55.2K in Q2 2025. 183 funds tracked by Wall St. Rank hold GDRX as of Q4 2025.

  • Walled Lake Planning & Wealth Management reported no remaining GoodRx Holdings position as of Q4 2025 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 10,027 GoodRx Holdings shares in Q4 2025, an estimated $42.4K.
  • Walled Lake Planning & Wealth Management first reported a position in GoodRx Holdings in Q2 2025 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's GoodRx Holdings position peaked at $55.2K in Q2 2025.
  • 183 funds tracked by Wall St. Rank held GoodRx Holdings as of Q4 2025.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.