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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
Q2 		– Sell
-100
Closed -$5.7K – 850
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

Wealth Preservation Advisors sold out of Taylor Devices (TAYD) in Q2 2026, closing a stake of 100 shares — an estimated $5.7K sold.

Wealth Preservation Advisors first reported a position in TAYD in Q1 2025 and held it in 5 quarters. The position peaked at $5.85K in Q4 2025. 67 funds tracked by Wall St. Rank hold TAYD as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Taylor Devices position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 100 Taylor Devices shares in Q2 2026, an estimated $5.7K.
  • Wealth Preservation Advisors first reported a position in Taylor Devices in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Taylor Devices position peaked at $5.85K in Q4 2025.
  • 67 funds tracked by Wall St. Rank held Taylor Devices as of Q2 2026.

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