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 $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Westwood Holdings Group's GMS Position: Q3 2025 in Review

Westwood Holdings Group sold out of GMS Inc (GMS) in Q3 2025, closing a stake of 660,082 shares — an estimated $71.8M sold.

Westwood Holdings Group first reported a position in GMS in Q1 2024 and held it in 6 quarters. The position peaked at $71.8M in Q2 2025. 3 funds tracked by Wall St. Rank hold GMS as of Q3 2025.

  • Westwood Holdings Group reported no remaining GMS Inc position as of Q3 2025 after selling out during the quarter.
  • Westwood Holdings Group sold 660,082 GMS Inc shares in Q3 2025, an estimated $71.8M.
  • Westwood Holdings Group first reported a position in GMS Inc in Q1 2024 and held it in 6 quarters.
  • Westwood Holdings Group's GMS Inc position peaked at $71.8M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held GMS Inc as of Q3 2025.

Based on Westwood Holdings Group's 13F filing for Q3 2025, filed 14 Nov 2025.