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CogentBlue Wealth Advisors’s Wipro WIT Stock Holding History

CogentBlue Wealth Advisors’s Portfolio WIT Stock Details WIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-12,240
Closed -$27.5K – 102
2026
Q2 		$27.5K Buy
+12,240
New +$26K 0.02% 103
2026
Q1 		– Sell
-13,446
Closed -$38.2K – 87
2025
Q4 		$38.2K Buy
13,446
+1,060
+9% +$2.89K 0.03% 75
2025
Q3 		$32.6K Sell
12,386
-1,961
-14% -$5.52K 0.02% 76
2025
Q2 		$43.3K Buy
14,347
+2,332
+19% +$6.78K 0.03% 73
2025
Q1 		$36.8K Buy
+12,015
New +$41K 0.03% 67

Other funds holding WIT

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

CogentBlue Wealth Advisors's WIT Position: Q3 2026 in Review

CogentBlue Wealth Advisors sold out of Wipro (WIT) in Q3 2026, closing a stake of 12,240 shares — an estimated $27.5K sold.

CogentBlue Wealth Advisors first reported a position in WIT in Q1 2025 and held it in 5 quarters. The position peaked at $43.3K in Q2 2025. 18 funds tracked by Wall St. Rank hold WIT as of Q3 2026.

  • CogentBlue Wealth Advisors reported no remaining Wipro position as of Q3 2026 after selling out during the quarter.
  • CogentBlue Wealth Advisors sold 12,240 Wipro shares in Q3 2026, an estimated $27.5K.
  • CogentBlue Wealth Advisors first reported a position in Wipro in Q1 2025 and held it in 5 quarters.
  • CogentBlue Wealth Advisors's Wipro position peaked at $43.3K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Wipro as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.