WPA
PAL

Wealth Preservation Advisors’s Proficient Auto Logistics PAL Stock Holding History

Wealth Preservation Advisors’s Portfolio PAL Stock Details PAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-21
Closed -$142 – 981
2026
Q1 		$142 Buy
+21
New +$173 ﹤0.01% 906

Other funds holding PAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Wealth Preservation Advisors sold out of Proficient Auto Logistics (PAL) in Q2 2026, closing a stake of 21 shares — an estimated $142 sold.

Wealth Preservation Advisors first reported a position in PAL in Q1 2026 and held it in 1 quarter. The position peaked at $142 in Q1 2026. 116 funds tracked by Wall St. Rank hold PAL as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Proficient Auto Logistics position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 21 Proficient Auto Logistics shares in Q2 2026, an estimated $142.
  • Wealth Preservation Advisors first reported a position in Proficient Auto Logistics in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Proficient Auto Logistics position peaked at $142 in Q1 2026.
  • 116 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q2 2026.

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