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 Q1	$1.1K	Buy	+184	New	+$1.14K	﹤0.01%	681

Other funds holding CXM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HFCII

H&F Corporate Investors IX San Francisco, California $65.2M AUM 28.14% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

SSP

Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Wealth Preservation Advisors's CXM Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Sprinklr (CXM) in Q1 2026: 184 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #681 among its holdings.

278 funds tracked by Wall St. Rank hold CXM as of Q1 2026.

Wealth Preservation Advisors held 184 shares of Sprinklr worth $1.1K as of Q1 2026.
Sprinklr was a new Wealth Preservation Advisors position in Q1 2026.
Sprinklr made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #681 holding.
278 funds tracked by Wall St. Rank held Sprinklr as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.