Waterway Wealth Management »

Pimco shares owned by Waterway Wealth Management

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Waterway Wealth Management from 13F filings

Historical chart of Waterway Wealth Management investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Waterway Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco by Waterway Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $37M 1.4M 25.63
2025-06-30 $17M 625k 26.54
2025-03-31 $15M 576k 26.35
2024-12-31 $6.9M 266k 25.92
2024-09-30 $6.4M 239k 26.65

More positions owned by Waterway Wealth Management

Wisdomtree Large Cap Dividend Etf (DLN)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Russell 1000 Growth Etf Etf (IWF)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Core Msci Eafe Etf Etf (IEFA)
Access Treasury 0-1 Year Etf Etf (GBIL)
Fidelity Enhanced Mid Cap Etf Etf (FMDE)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Nvidia Corporation Stock (NVDA)
Amazon.com Stock (AMZN)

View all positions for Waterway Wealth Management

Top funds holding Pimco

LPL Financial
Morgan Stanley
HighTower Advisors
Sequoia Financial Advisors
Envestnet Asset Management
Retirement Planning Group
AE Wealth Management
Goss Wealth Management
TruWealth Advisors
Raymond James Financial
Advance Capital Management
Gr Financial Group
Advocacy Wealth Management Services
Krilogy Financial
CWM

View all funds holding Pimco