Wealth Preservation Advisors’s Udemy UDMY Stock Holding History

Wealth Preservation Advisors’s Portfolio UDMY Stock Details UDMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$120	Buy	+26	New	+$128	﹤0.01%	915

Other funds holding UDMY

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cypress Point Investment Management Mill Valley, California $424M AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sea Cliff Partners Management San Francisco, California $194M AUM 8.22% 1-Year Est. Return

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

Wealth Preservation Advisors opened a new position in Udemy (UDMY) in Q1 2026: 26 shares worth $120. The stake represents ﹤0.01% of the portfolio and ranks #915 among its holdings.

193 funds tracked by Wall St. Rank hold UDMY as of Q1 2026.

Wealth Preservation Advisors held 26 shares of Udemy worth $120 as of Q1 2026.
Udemy was a new Wealth Preservation Advisors position in Q1 2026.
Udemy made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #915 holding.
193 funds tracked by Wall St. Rank held Udemy as of Q1 2026.

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