Wealth Preservation Advisors’s FIVE9 FIVN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6	Closed	-$91	–	379
2026 Q1	$91	Buy	+6	New	+$104	﹤0.01%	942

Other funds holding FIVN

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Wealth Preservation Advisors sold out of FIVE9 (FIVN) in Q2 2026, closing a stake of 6 shares — an estimated $91 sold.

Wealth Preservation Advisors first reported a position in FIVN in Q1 2026 and held it in 1 quarter. The position peaked at $91 in Q1 2026. 290 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

Wealth Preservation Advisors reported no remaining FIVE9 position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 6 FIVE9 shares in Q2 2026, an estimated $91.
Wealth Preservation Advisors first reported a position in FIVE9 in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's FIVE9 position peaked at $91 in Q1 2026.
290 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

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