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Whipplewood Advisors’s Dillards DDS Stock Holding History

Whipplewood Advisors’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
Q2 		– Sell
-5
Closed -$2.86K – 748
2026
Q1 		$2.86K Buy
+5
New +$3.12K ﹤0.01% 711
2025
Q3 		– Sell
-5
Closed -$2.09K – 528
2025
Q2 		$2.09K Sell
5
-149
-97% -$55.6K ﹤0.01% 868
2025
Q1 		$1.79K Buy
154
+149
+2,980% +$64.2K ﹤0.01% 909
2024
Q4 		$2.16K Buy
+5
New +$2.05K ﹤0.01% 857

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Whipplewood Advisors's DDS Position: Q2 2026 in Review

Whipplewood Advisors sold out of Dillards (DDS) in Q2 2026, closing a stake of 5 shares — an estimated $2.86K sold.

Whipplewood Advisors first reported a position in DDS in Q4 2024 and held it in 4 quarters. The position peaked at $2.86K in Q1 2026. 311 funds tracked by Wall St. Rank hold DDS as of Q2 2026.

  • Whipplewood Advisors reported no remaining Dillards position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 5 Dillards shares in Q2 2026, an estimated $2.86K.
  • Whipplewood Advisors first reported a position in Dillards in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Dillards position peaked at $2.86K in Q1 2026.
  • 311 funds tracked by Wall St. Rank held Dillards as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.