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 Q2	–	Sell	-518	Closed	-$19.6K	–	834
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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $295M AUM

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Wealth Preservation Advisors sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q2 2026, closing a stake of 518 shares — an estimated $19.6K sold.

Wealth Preservation Advisors first reported a position in STK in Q1 2025 and held it in 5 quarters. The position peaked at $19.6K in Q1 2026. 100 funds tracked by Wall St. Rank hold STK as of Q2 2026.

Wealth Preservation Advisors reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 518 Columbia Seligman Premium Technology Growth Fund shares in Q2 2026, an estimated $19.6K.
Wealth Preservation Advisors first reported a position in Columbia Seligman Premium Technology Growth Fund in Q1 2025 and held it in 5 quarters.
Wealth Preservation Advisors's Columbia Seligman Premium Technology Growth Fund position peaked at $19.6K in Q1 2026.
100 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2026.

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