WPA
SI

Wealth Preservation Advisors’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Wealth Preservation Advisors’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-23
Closed -$3.23K – 1222
2025
Q4 		$3.23K Sell
23
-6
-21% -$843 ﹤0.01% 446
2025
Q3 		$3.9K Hold
29
– – ﹤0.01% 402
2025
Q2 		$3.71K Buy
+29
New +$3.71K ﹤0.01% 405

Other funds holding SI

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VDI
Vaughan David Investments Peoria, Illinois $5.02B AUM 23.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
ACM
Altrius Capital Management New Bern, North Carolina $526M AUM 20.91% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return

Wealth Preservation Advisors's SI Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q1 2026, closing a stake of 23 shares — an estimated $3.23K sold.

Wealth Preservation Advisors first reported a position in SI in Q2 2025 and held it in 3 quarters. The position peaked at $3.9K in Q3 2025. 51 funds tracked by Wall St. Rank hold SI as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 23 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q1 2026, an estimated $3.23K.
  • Wealth Preservation Advisors first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q2 2025 and held it in 3 quarters.
  • Wealth Preservation Advisors's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $3.9K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.