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Wealth Preservation Advisors’s Distribution Solutions Group DSGR Stock Holding History

Wealth Preservation Advisors’s Portfolio DSGR Stock Details DSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-12
Closed -$315 – 322
2026
Q1 		$315 Buy
+12
New +$336 ﹤0.01% 832

Other funds holding DSGR

Luther King Capital Management (LKCM)
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wealth Preservation Advisors sold out of Distribution Solutions Group (DSGR) in Q2 2026, closing a stake of 12 shares — an estimated $315 sold.

Wealth Preservation Advisors first reported a position in DSGR in Q1 2026 and held it in 1 quarter. The position peaked at $315 in Q1 2026. 114 funds tracked by Wall St. Rank hold DSGR as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Distribution Solutions Group position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 12 Distribution Solutions Group shares in Q2 2026, an estimated $315.
  • Wealth Preservation Advisors first reported a position in Distribution Solutions Group in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Distribution Solutions Group position peaked at $315 in Q1 2026.
  • 114 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q2 2026.

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