Steward Partners Investment Advisory’s Wheaton Precious Metals WPM Stock Holding History

Steward Partners Investment Advisory’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	$1.24M	Sell	11,001 -2,327	-17%	-$303K	0.01%	1165
2026 Q1	$1.75M	Buy	13,328 +924	+7%	+$129K	0.01%	911
2025 Q4	$1.46M	Sell	12,404 -1,135	-8%	-$122K	0.01%	908
2025 Q3	$1.51M	Buy	13,539 +3,459	+34%	+$338K	0.01%	882
2025 Q2	$905K	Sell	10,080 -739	-7%	-$62.2K	0.01%	1030
2025 Q1	$840K	Sell	10,819 -1,189	-10%	-$79.3K	0.01%	988
2024 Q4	$675K	Sell	12,008 -222	-2%	-$13.8K	0.01%	1027
2024 Q3	$747K	Sell	12,230 -189	-2%	-$11.2K	0.01%	955
2024 Q2	$651K	Buy	12,419 +376	+3%	+$20.1K	0.01%	949
2024 Q1	$568K	Sell	12,043 -3,463	-22%	-$156K	0.01%	1005
2023 Q4	$765K	Sell	15,506 -1,054	-6%	-$47.7K	0.01%	825
2023 Q3	$672K	Buy	16,560 +9,073	+121%	+$391K	0.01%	812
2023 Q2	$324K	Sell	7,487 -18	-0.2%	-$855	﹤0.01%	1091
2023 Q1	$361K	Buy	7,505 +350	+5%	+$15.3K	0.01%	1044
2022 Q4	$280K	Sell	7,155 -341	-5%	-$12.3K	﹤0.01%	1107
2022 Q3	$243K	Sell	7,496 -575	-7%	-$18.9K	﹤0.01%	1123
2022 Q2	$291K	Sell	8,071 -4,605	-36%	-$200K	0.01%	1047
2022 Q1	$603K	Buy	12,676 +1,104	+10%	+$48K	0.01%	862
2021 Q4	$497K	Sell	11,572 -2,852	-20%	-$117K	0.01%	936
2021 Q3	$542K	Buy	14,424 +456	+3%	+$19.9K	0.01%	876
2021 Q2	$616K	Buy	13,968 +4,582	+49%	+$204K	0.01%	856
2021 Q1	$359K	Buy	9,386 +3,025	+48%	+$120K	0.01%	1020
2020 Q4	$265K	Buy	6,361 +1,922	+43%	+$85.8K	0.01%	961
2020 Q3	$218K	Buy	4,439 +279	+7%	+$14.2K	0.01%	912
2020 Q2	$183K	Buy	4,160 +826	+25%	+$32.5K	0.01%	907
2020 Q1	$91K	Buy	3,334 +2,224	+200%	+$64.2K	﹤0.01%	1032
2019 Q4	$32K	Buy	1,110 +1,000	+909%	+$27.3K	﹤0.01%	1594
2019 Q3	$2K	Hold	110	–	–	﹤0.01%	2465
2019 Q2	$2K	Buy	+110	New	+$2.44K	﹤0.01%	2474
2018 Q4	–	Sell	-1,600	Closed	-$28K	–	2171
2018 Q3	$28K	Hold	1,600	–	–	﹤0.01%	1415
2018 Q2	$35K	Buy	+1,600	New	+$34.4K	﹤0.01%	1246

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Steward Partners Investment Advisory's WPM Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Wheaton Precious Metals (WPM) stake by 17% in Q2 2026, selling an estimated $303K and leaving 11,001 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #1165.

Steward Partners Investment Advisory first reported a position in WPM in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.75M in Q1 2026. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Steward Partners Investment Advisory held 11,001 shares of Wheaton Precious Metals worth $1.24M as of Q2 2026.
Steward Partners Investment Advisory sold 2,327 Wheaton Precious Metals shares in Q2 2026, an estimated $303K.
Wheaton Precious Metals made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1165 holding.
Steward Partners Investment Advisory first reported a position in Wheaton Precious Metals in Q2 2018 and has held it in 31 quarters since.
Steward Partners Investment Advisory's Wheaton Precious Metals position peaked at $1.75M in Q1 2026.
854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.