Wealth Preservation Advisors’s Valhi VHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1	Closed	-$14	–	913
2026 Q1	$14	Buy	+1	New	+$14	﹤0.01%	1011

Other funds holding VHI

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

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

Wealth Preservation Advisors sold out of Valhi (VHI) in Q2 2026, closing a stake of 1 share — an estimated $14 sold.

Wealth Preservation Advisors first reported a position in VHI in Q1 2026 and held it in 1 quarter. The position peaked at $14 in Q1 2026. 59 funds tracked by Wall St. Rank hold VHI as of Q2 2026.

Wealth Preservation Advisors reported no remaining Valhi position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 1 Valhi share in Q2 2026, an estimated $14.
Wealth Preservation Advisors first reported a position in Valhi in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Valhi position peaked at $14 in Q1 2026.
59 funds tracked by Wall St. Rank held Valhi as of Q2 2026.

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