WPA
STK

Wealth Preservation Advisors’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Wealth Preservation Advisors’s Portfolio STK Stock Details STK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.6K Hold
518
– – 0.02% 320
2025
Q4 		$19.1K Hold
518
– – 0.01% 264
2025
Q3 		$18.3K Hold
518
– – 0.01% 253
2025
Q2 		$15.8K Hold
518
– – 0.01% 265
2025
Q1 		$14.5K Buy
+518
New +$16.3K 0.01% 289

Other funds holding STK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Wealth Preservation Advisors held its Columbia Seligman Premium Technology Growth Fund (STK) position steady in Q1 2026 at 518 shares worth $19.6K. The position accounts for 0.02% of the portfolio, ranked #320.

Wealth Preservation Advisors first reported a position in STK in Q1 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold STK as of Q1 2026.

  • Wealth Preservation Advisors held 518 shares of Columbia Seligman Premium Technology Growth Fund worth $19.6K as of Q1 2026.
  • Wealth Preservation Advisors left its Columbia Seligman Premium Technology Growth Fund share count unchanged in Q1 2026.
  • Columbia Seligman Premium Technology Growth Fund made up 0.02% of Wealth Preservation Advisors's portfolio in Q1 2026, its #320 holding.
  • Wealth Preservation Advisors first reported a position in Columbia Seligman Premium Technology Growth Fund in Q1 2025 and has held it in 5 quarters since.
  • 79 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2026.

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