WAU
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Wellington-Altus USA’s Piper Sandler PIPR Stock Holding History

Wellington-Altus USA’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$123K Hold
1,604
– – 0.09% 182
2026
Q1 		$116K Sell
1,604
-172
-10% -$14.1K 0.07% 224
2025
Q4 		$151K Buy
+1,776
New +$150K 0.11% 153

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Wellington-Altus USA's PIPR Position: Q2 2026 in Review

Wellington-Altus USA held its Piper Sandler (PIPR) position steady in Q2 2026 at 1,604 shares worth $123K. The position accounts for 0.09% of the portfolio, ranked #182.

Wellington-Altus USA first reported a position in PIPR in Q4 2025 and has held it in 3 quarters since. The position peaked at $151K in Q4 2025. 422 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Wellington-Altus USA held 1,604 shares of Piper Sandler worth $123K as of Q2 2026.
  • Wellington-Altus USA left its Piper Sandler share count unchanged in Q2 2026.
  • Piper Sandler made up 0.09% of Wellington-Altus USA's portfolio in Q2 2026, its #182 holding.
  • Wellington-Altus USA first reported a position in Piper Sandler in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Piper Sandler position peaked at $151K in Q4 2025.
  • 422 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.