WHG
GMS

Westwood Holdings Group’s GMS Inc GMS Stock Holding History

Westwood Holdings Group’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-660,082
Closed -$71.8M – 503
2025
Q2 		$71.8M Sell
660,082
-273,180
-29% -$21.1M 0.52% 76
2025
Q1 		$68.3M Buy
933,262
+212,128
+29% +$16.9M 0.52% 84
2024
Q4 		$61.2M Sell
721,134
-45,792
-6% -$4.3M 0.47% 78
2024
Q3 		$69.5M Buy
766,926
+27,018
+4% +$2.39M 0.29% 113
2024
Q2 		$59.6M Buy
739,908
+34,205
+5% +$3.16M 0.28% 123
2024
Q1 		$68.7M Buy
+705,703
New +$61.7M 0.54% 72

Other funds holding GMS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return