United Advisor Group’s Wheaton Precious Metals WPM Stock Holding History

United Advisor Group’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	$515K	Sell	4,582 -48	-1%	-$6.25K	0.05%	312
2026 Q1	$607K	Sell	4,630 -190	-4%	-$26.4K	0.07%	249
2025 Q4	$566K	Sell	4,820 -89	-2%	-$9.53K	0.07%	254
2025 Q3	$549K	Buy	4,909 +401	+9%	+$39.2K	0.07%	248
2025 Q2	$405K	Sell	4,508 -229	-5%	-$19.3K	0.07%	262
2025 Q1	$368K	Sell	4,737 -300	-6%	-$20K	0.08%	240
2024 Q4	$283K	Buy	5,037 +1	+0%	+$62	0.06%	304
2024 Q3	$308K	Buy	5,036 +221	+5%	+$13.1K	0.07%	275
2024 Q2	$252K	Buy	+4,815	New	+$257K	0.08%	227

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

United Advisor Group's WPM Position: Q2 2026 in Review

United Advisor Group reduced its Wheaton Precious Metals (WPM) stake by 1% in Q2 2026, selling an estimated $6.25K and leaving 4,582 shares worth $515K. The position accounts for 0.05% of the portfolio, ranked #312.

United Advisor Group first reported a position in WPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $607K in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

United Advisor Group held 4,582 shares of Wheaton Precious Metals worth $515K as of Q2 2026.
United Advisor Group sold 48 Wheaton Precious Metals shares in Q2 2026, an estimated $6.25K.
Wheaton Precious Metals made up 0.05% of United Advisor Group's portfolio in Q2 2026, its #312 holding.
United Advisor Group first reported a position in Wheaton Precious Metals in Q2 2024 and has held it in 9 quarters since.
United Advisor Group's Wheaton Precious Metals position peaked at $607K in Q1 2026.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.