WPA
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Wealth Preservation Advisors’s Advantage Solutions ADV Stock Holding History

Wealth Preservation Advisors’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5
Closed -$106 – 107
2026
Q1 		$106 Buy
+5
New +$96 ﹤0.01% 925

Other funds holding ADV

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $467M AUM 9.23% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $41.1M AUM 4.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Preservation Advisors's ADV Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Advantage Solutions (ADV) in Q2 2026, closing a stake of 5 shares — an estimated $106 sold.

Wealth Preservation Advisors first reported a position in ADV in Q1 2026 and held it in 1 quarter. The position peaked at $106 in Q1 2026. 87 funds tracked by Wall St. Rank hold ADV as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Advantage Solutions position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 5 Advantage Solutions shares in Q2 2026, an estimated $106.
  • Wealth Preservation Advisors first reported a position in Advantage Solutions in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Advantage Solutions position peaked at $106 in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Advantage Solutions as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.