Wealthspire Advisors (New York)’s Dillards DDS Stock Holding History

Wealthspire Advisors (New York)’s Portfolio DDS Stock Details DDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$677K	Sell	1,183 -10	-0.8%	-$6.24K	0.01%	494
2025 Q4	$723K	Buy	1,193 +10	+0.8%	+$6.3K	0.01%	510
2025 Q3	$727K	Hold	1,183	–	–	﹤0.01%	456
2025 Q2	$494K	Buy	1,183 +1	+0.1%	+$373	﹤0.01%	540
2025 Q1	$423K	Sell	1,182 -1	-0.1%	-$431	﹤0.01%	559
2024 Q4	$511K	Buy	1,183 +3	+0.3%	+$1.23K	0.01%	508
2024 Q3	$453K	Hold	1,180	–	–	﹤0.01%	515
2024 Q2	$520K	Hold	1,180	–	–	0.01%	423
2024 Q1	$557K	Hold	1,180	–	–	0.01%	406
2023 Q4	$476K	Hold	1,180	–	–	0.01%	425
2023 Q3	$390K	Hold	1,180	–	–	0.01%	436
2023 Q2	$385K	Hold	1,180	–	–	0.01%	416
2023 Q1	$363K	Hold	1,180	–	–	0.01%	405
2022 Q4	$381K	Hold	1,180	–	–	0.01%	411
2022 Q3	$322K	Hold	1,180	–	–	0.01%	404
2022 Q2	$260K	Hold	1,180	–	–	0.01%	430
2022 Q1	$317K	Sell	1,180 -19	-2%	-$4.91K	0.01%	341
2021 Q4	$294K	Buy	+1,199	New	+$315K	0.01%	429

Other funds holding DDS

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wealthspire Advisors (New York)'s DDS Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Dillards (DDS) stake by 0.84% in Q1 2026, selling an estimated $6.24K and leaving 1,183 shares worth $677K. The position accounts for 0.01% of the portfolio, ranked #494.

Wealthspire Advisors (New York) first reported a position in DDS in Q4 2021 and has held it in 18 quarters since. The position peaked at $727K in Q3 2025. 316 funds tracked by Wall St. Rank hold DDS as of Q1 2026.

Wealthspire Advisors (New York) held 1,183 shares of Dillards worth $677K as of Q1 2026.
Wealthspire Advisors (New York) sold 10 Dillards shares in Q1 2026, an estimated $6.24K.
Dillards made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #494 holding.
Wealthspire Advisors (New York) first reported a position in Dillards in Q4 2021 and has held it in 18 quarters since.
Wealthspire Advisors (New York)'s Dillards position peaked at $727K in Q3 2025.
316 funds tracked by Wall St. Rank held Dillards as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.