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Wealth Preservation Advisors’s Taylor Devices TAYD Stock Holding History

Wealth Preservation Advisors’s Portfolio TAYD Stock Details TAYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.7K Hold
100
– – ﹤0.01% 480
2025
Q4 		$5.85K Hold
100
– – ﹤0.01% 359
2025
Q3 		$4.91K Hold
100
– – ﹤0.01% 366
2025
Q2 		$4.34K Hold
100
– – ﹤0.01% 378
2025
Q1 		$3.23K Buy
+100
New +$3.28K ﹤0.01% 437

Other funds holding TAYD

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Wealth Preservation Advisors held its Taylor Devices (TAYD) position steady in Q1 2026 at 100 shares worth $5.7K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Wealth Preservation Advisors first reported a position in TAYD in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.85K in Q4 2025. 70 funds tracked by Wall St. Rank hold TAYD as of Q1 2026.

  • Wealth Preservation Advisors held 100 shares of Taylor Devices worth $5.7K as of Q1 2026.
  • Wealth Preservation Advisors left its Taylor Devices share count unchanged in Q1 2026.
  • Taylor Devices made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #480 holding.
  • Wealth Preservation Advisors first reported a position in Taylor Devices in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Taylor Devices position peaked at $5.85K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Taylor Devices as of Q1 2026.

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