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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
Q1 		$560 Buy
+89
New +$498 ﹤0.01% 771

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wealth Preservation Advisors opened a new position in Stagwell (STGW) in Q1 2026: 89 shares worth $560. The stake represents ﹤0.01% of the portfolio and ranks #771 among its holdings.

183 funds tracked by Wall St. Rank hold STGW as of Q1 2026.

  • Wealth Preservation Advisors held 89 shares of Stagwell worth $560 as of Q1 2026.
  • Stagwell was a new Wealth Preservation Advisors position in Q1 2026.
  • Stagwell made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #771 holding.
  • 183 funds tracked by Wall St. Rank held Stagwell as of Q1 2026.

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