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HighMark Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

HighMark Wealth Management’s Portfolio WPM Stock Details WPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.3K Hold
100
– – ﹤0.01% 303
2026
Q1 		$13.1K Hold
100
– – 0.01% 266
2025
Q4 		$11.8K Sell
100
-100
-50% -$10.7K ﹤0.01% 296
2025
Q3 		$22.4K Sell
200
-515
-72% -$50.3K 0.01% 224
2025
Q2 		$64.2K Sell
715
-313
-30% -$26.4K 0.03% 140
2025
Q1 		$79.8K Hold
1,028
– – 0.05% 102
2024
Q4 		$57.8K Buy
1,028
+2
+0.2% +$124 0.03% 115
2024
Q3 		$62.6K Buy
1,026
+3
+0.3% +$178 0.03% 132
2024
Q2 		$53.6K Buy
1,023
+5
+0.5% +$267 0.03% 130
2024
Q1 		$48K Hold
1,018
– – 0.03% 138
2023
Q4 		$50.2K Buy
1,018
+2
+0.2% +$90 0.04% 130
2023
Q3 		$41.2K Buy
1,016
+3
+0.3% +$129 0.03% 127
2023
Q2 		$43.8K Buy
1,013
+6
+0.6% +$285 0.03% 128
2023
Q1 		$48.5K Hold
1,007
– – 0.04% 139
2022
Q4 		$39.4K Buy
1,007
+3
+0.3% +$108 0.03% 117
2022
Q3 		$32K Buy
1,004
+4
+0.4% +$131 0.03% 123
2022
Q2 		$36K Sell
1,000
-229
-19% -$9.94K 0.03% 117
2022
Q1 		$58K Hold
1,229
– – 0.04% 97
2021
Q4 		$53K Buy
1,229
+4
+0.3% +$165 0.03% 116
2021
Q3 		$46K Buy
1,225
+4
+0.3% +$174 0.03% 120
2021
Q2 		$54K Buy
1,221
+6
+0.5% +$267 0.04% 111
2021
Q1 		$46K Buy
1,215
+400
+49% +$15.9K 0.04% 104
2020
Q4 		$34K Buy
815
+261
+47% +$11.7K 0.03% 121
2020
Q3 		$27K Buy
554
+1
+0.2% +$51 0.02% 141
2020
Q2 		$24K Buy
553
+3
+0.5% +$118 0.03% 122
2020
Q1 		$15K Buy
+550
New +$15.9K 0.02% 132

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

HighMark Wealth Management's WPM Position: Q2 2026 in Review

HighMark Wealth Management held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 100 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

HighMark Wealth Management first reported a position in WPM in Q1 2020 and has held it in 26 quarters since. The position peaked at $79.8K in Q1 2025. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • HighMark Wealth Management held 100 shares of Wheaton Precious Metals worth $11.3K as of Q2 2026.
  • HighMark Wealth Management left its Wheaton Precious Metals share count unchanged in Q2 2026.
  • Wheaton Precious Metals made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #303 holding.
  • HighMark Wealth Management first reported a position in Wheaton Precious Metals in Q1 2020 and has held it in 26 quarters since.
  • HighMark Wealth Management's Wheaton Precious Metals position peaked at $79.8K in Q1 2025.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.