Williams Jones Wealth Management’s PDF Solutions PDFS Stock Holding History

Williams Jones Wealth Management’s Portfolio PDFS Stock Details PDFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.27M	Hold	32,000	–	–	0.03%	200
2026 Q1	$1.05M	Hold	32,000	–	–	0.01%	254
2025 Q4	$913K	Hold	32,000	–	–	0.01%	263
2025 Q3	$826K	Hold	32,000	–	–	0.01%	281
2025 Q2	$684K	Hold	32,000	–	–	0.01%	300
2025 Q1	$612K	Hold	32,000	–	–	0.01%	309
2024 Q4	$867K	Hold	32,000	–	–	0.01%	263
2024 Q3	$1.01M	Hold	32,000	–	–	0.01%	259
2024 Q2	$1.16M	Hold	32,000	–	–	0.01%	243
2024 Q1	$1.08M	Hold	32,000	–	–	0.01%	255
2023 Q4	$1.03M	Hold	32,000	–	–	0.01%	257
2023 Q3	$1.04M	Hold	32,000	–	–	0.02%	246
2023 Q2	$1.44M	Hold	32,000	–	–	0.02%	220
2023 Q1	$1.36M	Hold	32,000	–	–	0.02%	237
2022 Q4	$913K	Hold	32,000	–	–	0.02%	282
2022 Q3	$785K	Hold	32,000	–	–	0.01%	300
2022 Q2	$688K	Buy	+32,000	New	+$740K	0.01%	320

Other funds holding PDFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Williams Jones Wealth Management's PDFS Position: Q2 2026 in Review

Williams Jones Wealth Management held its PDF Solutions (PDFS) position steady in Q2 2026 at 32,000 shares worth $2.27M. The position accounts for 0.03% of the portfolio, ranked #200.

Williams Jones Wealth Management first reported a position in PDFS in Q2 2022 and has held it in 17 quarters since. 282 funds tracked by Wall St. Rank hold PDFS as of Q2 2026.

Williams Jones Wealth Management held 32,000 shares of PDF Solutions worth $2.27M as of Q2 2026.
Williams Jones Wealth Management left its PDF Solutions share count unchanged in Q2 2026.
PDF Solutions made up 0.03% of Williams Jones Wealth Management's portfolio in Q2 2026, its #200 holding.
Williams Jones Wealth Management first reported a position in PDF Solutions in Q2 2022 and has held it in 17 quarters since.
282 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.