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North Star Investment Management Corp. → WHG

North Star Investment Management Corp. WHG Position History

Westwood Holdings Group, Inc.

Quarters held
4
Latest value
$7.2M
Q3 2026
Peak value
$7.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.4M
Q1 2026$6.3M
Q2 2026$7.4M
Q3 2026$7.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.2M388.7K——
Q2 2026$7.4M387.8K——
Q1 2026$6.3M380.8K——
Q4 2025$6.4M372.0K——

Other funds holding WHG

Other North Star Investment Management Corp. positions

JPM-PM

JPMORGAN CHASE & CO COM

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JPM-PM

JPMORGAN CHASE & CO. COM

$85.3M
AAPL

APPLE INC

$79.2M
JPM-PM

JPMORGAN CHASE & CO COM

$77.7M
ETHA

ISHARES S&P 500 GROWTH ETF

$71.5M
ETHA

ISHARES S&P 500 GROWTH ETF

$69.6M
AAPL

APPLE INC

$69.2M