Wealth Preservation Advisors’s Arteris AIP Stock Holding History

Wealth Preservation Advisors’s Portfolio AIP Stock Details AIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-42	Closed	-$690	–	116
2026 Q1	$690	Buy	+42	New	+$666	﹤0.01%	737

Other funds holding AIP

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wealth Preservation Advisors sold out of Arteris (AIP) in Q2 2026, closing a stake of 42 shares — an estimated $690 sold.

Wealth Preservation Advisors first reported a position in AIP in Q1 2026 and held it in 1 quarter. The position peaked at $690 in Q1 2026. 211 funds tracked by Wall St. Rank hold AIP as of Q2 2026.

Wealth Preservation Advisors reported no remaining Arteris position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 42 Arteris shares in Q2 2026, an estimated $690.
Wealth Preservation Advisors first reported a position in Arteris in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Arteris position peaked at $690 in Q1 2026.
211 funds tracked by Wall St. Rank held Arteris as of Q2 2026.

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