WPA
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Wealth Preservation Advisors’s Transcat TRNS Stock Holding History

Wealth Preservation Advisors’s Portfolio TRNS Stock Details TRNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3
Closed -$220 – 875
2026
Q1 		$220 Buy
+3
New +$211 ﹤0.01% 874

Other funds holding TRNS

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wealth Preservation Advisors sold out of Transcat (TRNS) in Q2 2026, closing a stake of 3 shares — an estimated $220 sold.

Wealth Preservation Advisors first reported a position in TRNS in Q1 2026 and held it in 1 quarter. The position peaked at $220 in Q1 2026. 172 funds tracked by Wall St. Rank hold TRNS as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Transcat position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 3 Transcat shares in Q2 2026, an estimated $220.
  • Wealth Preservation Advisors first reported a position in Transcat in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Transcat position peaked at $220 in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Transcat as of Q2 2026.

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