UHLMANN PRICE SECURITIES’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

UHLMANN PRICE SECURITIES’s Portfolio WIA Stock Details WIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$145K	Sell	17,779 -39	-0.2%	-$317	0.01%	276
2026 Q1	$144K	Sell	17,818 -15	-0.1%	-$123	0.01%	242
2025 Q4	$147K	Sell	17,833 -486	-3%	-$4.06K	0.09%	184
2025 Q3	$154K	Buy	18,319 +1,933	+12%	+$16.2K	0.09%	183
2025 Q2	$138K	Sell	16,386 -2,407	-13%	-$19.8K	0.1%	181
2025 Q1	$157K	Buy	18,793 +340	+2%	+$2.79K	0.12%	168
2024 Q4	$148K	Sell	18,453 -7,505	-29%	-$62K	0.11%	161
2024 Q3	$222K	Buy	+25,958	New	+$213K	0.18%	147

Other funds holding WIA

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UHLMANN PRICE SECURITIES's WIA Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES reduced its Western Asset Inflation-Linked Income Fund (WIA) stake by 0.22% in Q2 2026, selling an estimated $317 and leaving 17,779 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #276.

UHLMANN PRICE SECURITIES first reported a position in WIA in Q3 2024 and has held it in 8 quarters since. The position peaked at $222K in Q3 2024. 52 funds tracked by Wall St. Rank hold WIA as of Q2 2026.

UHLMANN PRICE SECURITIES held 17,779 shares of Western Asset Inflation-Linked Income Fund worth $145K as of Q2 2026.
UHLMANN PRICE SECURITIES sold 39 Western Asset Inflation-Linked Income Fund shares in Q2 2026, an estimated $317.
Western Asset Inflation-Linked Income Fund made up 0.01% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #276 holding.
UHLMANN PRICE SECURITIES first reported a position in Western Asset Inflation-Linked Income Fund in Q3 2024 and has held it in 8 quarters since.
UHLMANN PRICE SECURITIES's Western Asset Inflation-Linked Income Fund position peaked at $222K in Q3 2024.
52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.