Wealth Preservation Advisors’s Sprinklr CXM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-184	Closed	-$1.1K	–	297
2026 Q1	$1.1K	Buy	+184	New	+$1.14K	﹤0.01%	681

Other funds holding CXM

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

HFCII

H&F Corporate Investors IX San Francisco, California $56M AUM 39.01% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

SSP

Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Wealth Preservation Advisors sold out of Sprinklr (CXM) in Q2 2026, closing a stake of 184 shares — an estimated $1.1K sold.

Wealth Preservation Advisors first reported a position in CXM in Q1 2026 and held it in 1 quarter. The position peaked at $1.1K in Q1 2026. 267 funds tracked by Wall St. Rank hold CXM as of Q2 2026.

Wealth Preservation Advisors reported no remaining Sprinklr position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 184 Sprinklr shares in Q2 2026, an estimated $1.1K.
Wealth Preservation Advisors first reported a position in Sprinklr in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Sprinklr position peaked at $1.1K in Q1 2026.
267 funds tracked by Wall St. Rank held Sprinklr as of Q2 2026.

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