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Whipplewood Advisors’s General Dynamics GD Stock Holding History

Whipplewood Advisors’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12K Sell
34
-39
-53% -$13.4K 0.01% 233
2026
Q1 		$25.1K Buy
73
+69
+1,725% +$24.5K 0.01% 360
2025
Q4 		$1.35K Buy
+4
New +$1.36K ﹤0.01% 382
2025
Q3 		– Sell
-101
Closed -$29.5K – 643
2025
Q2 		$29.5K Sell
101
-2
-2% -$550 0.02% 402
2025
Q1 		$26.7K Buy
103
+5
+5% +$1.3K 0.02% 401
2024
Q4 		$25.8K Buy
+98
New +$28.2K 0.01% 404

Other funds holding GD

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Whipplewood Advisors's GD Position: Q2 2026 in Review

Whipplewood Advisors reduced its General Dynamics (GD) stake by 53% in Q2 2026, selling an estimated $13.4K and leaving 34 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #233.

Whipplewood Advisors first reported a position in GD in Q4 2024 and has held it in 6 quarters since. The position peaked at $29.5K in Q2 2025. 770 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Whipplewood Advisors held 34 shares of General Dynamics worth $12K as of Q2 2026.
  • Whipplewood Advisors sold 39 General Dynamics shares in Q2 2026, an estimated $13.4K.
  • General Dynamics made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #233 holding.
  • Whipplewood Advisors first reported a position in General Dynamics in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's General Dynamics position peaked at $29.5K in Q2 2025.
  • 770 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

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