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Wealth Preservation Advisors’s Ziff Davis ZD Stock Holding History

Wealth Preservation Advisors’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6
Closed -$252 – 966
2026
Q1 		$252 Buy
+6
New +$221 ﹤0.01% 855

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Dimensional Fund Advisors
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Vanguard Portfolio Management
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Legal & General Group
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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Wealth Preservation Advisors sold out of Ziff Davis (ZD) in Q2 2026, closing a stake of 6 shares — an estimated $252 sold.

Wealth Preservation Advisors first reported a position in ZD in Q1 2026 and held it in 1 quarter. The position peaked at $252 in Q1 2026. 267 funds tracked by Wall St. Rank hold ZD as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Ziff Davis position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 6 Ziff Davis shares in Q2 2026, an estimated $252.
  • Wealth Preservation Advisors first reported a position in Ziff Davis in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Ziff Davis position peaked at $252 in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Ziff Davis as of Q2 2026.

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