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Wealthspire Advisors (New York)’s PDF Solutions PDFS Stock Holding History

Wealthspire Advisors (New York)’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-174
Closed -$4.49K – 2338
2025
Q3 		$4.49K Buy
+174
New +$3.8K ﹤0.01% 2366

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RIM
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State Street
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SM
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SCM
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EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s PDFS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of PDF Solutions (PDFS) in Q4 2025, closing a stake of 174 shares — an estimated $4.49K sold.

Wealthspire Advisors (New York) first reported a position in PDFS in Q3 2025 and held it in 1 quarter. The position peaked at $4.49K in Q3 2025. 187 funds tracked by Wall St. Rank hold PDFS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining PDF Solutions position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 174 PDF Solutions shares in Q4 2025, an estimated $4.49K.
  • Wealthspire Advisors (New York) first reported a position in PDF Solutions in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s PDF Solutions position peaked at $4.49K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held PDF Solutions as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.