WFRD β€” WEATHERFORD INTL PLC

Ownership history in Gradient Investments LLC  Β·  7 quarters on record

AI Ownership Summary

Gradient Investments LLC reported WEATHERFORD INTL PLC (WFRD) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows WFRD at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WFRD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gradient Investments LLC's position in WEATHERFORD INTL PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WFRD was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gradient Investments LLC held WFRD β€” position size vs. price
% of Fund (quarterly)    WFRD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 21,724 -1,651 -7.1% 0.03% $2.1M 2026-04-13 $103.64
2025 Q4 ADDED 23,375 +657 +2.9% 0.03% $1.8M 2026-01-08 $88.97
2025 Q3 REDUCED 22,718 -138 -0.6% 0.03% $1.6M 2025-10-06 $64.70
2025 Q2 ADDED 22,856 +6,776 +42.1% 0.02% $1.1M 2025-07-08 $56.54
2025 Q1 ADDED 16,080 +228 +1.4% 0.02% $861K 2025-04-09 $45.19
2024 Q4 ADDED 15,852 +1,078 +7.3% 0.02% $1.1M 2025-01-21 $71.82
2024 Q3 INITIATED 14,774 β€” β€” 0.03% $1.3M 2024-10-15 $88.69

FAQ About Gradient Investments LLC and WFRD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gradient Investments LLC reported owning WFRD?

Gradient Investments LLC reported WFRD across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported WFRD position in Gradient Investments LLC's portfolio?

The largest reported portfolio weight for WFRD was 0.03% in 2026 Q1.

What is the latest reported WFRD position on this page?

The most recent filing on this page is 2026 Q1, when Gradient Investments LLC reported 21,724 shares, equal to 0.03% of portfolio, with an estimated market value of $2.1M.

What does the chart on this WFRD ownership page compare?

The chart compares Gradient Investments LLC's quarterly WFRD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Gradient Investments LLC Holdings