Whittier Trust’s Taylor Devices TAYD Stock Holding History

Whittier Trust’s Portfolio TAYD Stock Details TAYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-162	Closed	-$10.5K	–	1431
2025 Q4	$10.5K	Sell	162 -12	-7%	-$582	﹤0.01%	1127
2025 Q3	$7.37K	Buy	+174	New	+$8.07K	﹤0.01%	1175

Other funds holding TAYD

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Whittier Trust's TAYD Position: Q1 2026 in Review

Whittier Trust sold out of Taylor Devices (TAYD) in Q1 2026, closing a stake of 162 shares — an estimated $10.5K sold.

Whittier Trust first reported a position in TAYD in Q3 2025 and held it in 2 quarters. The position peaked at $10.5K in Q4 2025. 70 funds tracked by Wall St. Rank hold TAYD as of Q1 2026.

Whittier Trust reported no remaining Taylor Devices position as of Q1 2026 after selling out during the quarter.
Whittier Trust sold 162 Taylor Devices shares in Q1 2026, an estimated $10.5K.
Whittier Trust first reported a position in Taylor Devices in Q3 2025 and held it in 2 quarters.
Whittier Trust's Taylor Devices position peaked at $10.5K in Q4 2025.
70 funds tracked by Wall St. Rank held Taylor Devices as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.