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Wealth Preservation Advisors’s Remitly RELY Stock Holding History

Wealth Preservation Advisors’s Portfolio RELY Stock Details RELY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-210
Closed -$3.29K – 752
2026
Q1 		$3.29K Buy
+210
New +$3.11K ﹤0.01% 540

Other funds holding RELY

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Wealth Preservation Advisors sold out of Remitly (RELY) in Q2 2026, closing a stake of 210 shares — an estimated $3.29K sold.

Wealth Preservation Advisors first reported a position in RELY in Q1 2026 and held it in 1 quarter. The position peaked at $3.29K in Q1 2026. 351 funds tracked by Wall St. Rank hold RELY as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Remitly position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 210 Remitly shares in Q2 2026, an estimated $3.29K.
  • Wealth Preservation Advisors first reported a position in Remitly in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Remitly position peaked at $3.29K in Q1 2026.
  • 351 funds tracked by Wall St. Rank held Remitly as of Q2 2026.

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