WPA
STGW icon

Wealth Preservation Advisors’s Stagwell STGW Stock Holding History

Wealth Preservation Advisors’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-89
Closed -$560 – 833
2026
Q1 		$560 Buy
+89
New +$498 ﹤0.01% 771

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wealth Preservation Advisors sold out of Stagwell (STGW) in Q2 2026, closing a stake of 89 shares — an estimated $560 sold.

Wealth Preservation Advisors first reported a position in STGW in Q1 2026 and held it in 1 quarter. The position peaked at $560 in Q1 2026. 183 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Stagwell position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 89 Stagwell shares in Q2 2026, an estimated $560.
  • Wealth Preservation Advisors first reported a position in Stagwell in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Stagwell position peaked at $560 in Q1 2026.
  • 183 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

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