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Wealth Preservation Advisors’s Star Bulk Carriers SBLK Stock Holding History

Wealth Preservation Advisors’s Portfolio SBLK Stock Details SBLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,233
Closed -$19.2K – 621
2025
Q1 		$19.2K Buy
+1,233
New +$19.2K 0.01% 259

Other funds holding SBLK

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wealth Preservation Advisors's SBLK Position: Q2 2025 in Review

Wealth Preservation Advisors sold out of Star Bulk Carriers (SBLK) in Q2 2025, closing a stake of 1,233 shares — an estimated $19.2K sold.

Wealth Preservation Advisors first reported a position in SBLK in Q1 2025 and held it in 1 quarter. The position peaked at $19.2K in Q1 2025. 172 funds tracked by Wall St. Rank hold SBLK as of Q2 2025.

  • Wealth Preservation Advisors reported no remaining Star Bulk Carriers position as of Q2 2025 after selling out during the quarter.
  • Wealth Preservation Advisors sold 1,233 Star Bulk Carriers shares in Q2 2025, an estimated $19.2K.
  • Wealth Preservation Advisors first reported a position in Star Bulk Carriers in Q1 2025 and held it in 1 quarter.
  • Wealth Preservation Advisors's Star Bulk Carriers position peaked at $19.2K in Q1 2025.
  • 172 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q2 2025.

Based on Wealth Preservation Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.