Wealth Enhancement Advisory Services’s AllianceBernstein AB Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AB Stock Details AB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.67M	Sell	125,620 -570	-0.5%	-$21.5K	0.01%	1051
2026 Q1	$4.87M	Sell	126,190 -63,944	-34%	-$2.51M	0.01%	912
2025 Q4	$7.53M	Buy	190,134 +3,854	+2%	+$153K	0.01%	818
2025 Q3	$7.16M	Buy	186,280 +3,259	+2%	+$130K	0.01%	793
2025 Q2	$7.52M	Buy	183,021 +297	+0.2%	+$11.6K	0.01%	731
2025 Q1	$7M	Buy	182,724 +4,338	+2%	+$163K	0.01%	712
2024 Q4	$6.62M	Buy	178,386 +5,637	+3%	+$205K	0.01%	705
2024 Q3	$6.03M	Sell	172,749 -4,723	-3%	-$161K	0.01%	673
2024 Q2	$6M	Buy	177,472 +841	+0.5%	+$28.2K	0.01%	641
2024 Q1	$6.14M	Sell	176,631 -4,522	-2%	-$150K	0.02%	610
2023 Q4	$5.62M	Sell	181,153 -3,885	-2%	-$114K	0.02%	583
2023 Q3	$5.62M	Buy	+185,038	New	+$5.88M	0.02%	551

Other funds holding AB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealth Enhancement Advisory Services's AB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its AllianceBernstein (AB) stake by 0.45% in Q2 2026, selling an estimated $21.5K and leaving 125,620 shares worth $4.67M. The position accounts for 0.01% of the portfolio, ranked #1051.

Wealth Enhancement Advisory Services first reported a position in AB in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.53M in Q4 2025. 290 funds tracked by Wall St. Rank hold AB as of Q2 2026.

Wealth Enhancement Advisory Services held 125,620 shares of AllianceBernstein worth $4.67M as of Q2 2026.
Wealth Enhancement Advisory Services sold 570 AllianceBernstein shares in Q2 2026, an estimated $21.5K.
AllianceBernstein made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1051 holding.
Wealth Enhancement Advisory Services first reported a position in AllianceBernstein in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's AllianceBernstein position peaked at $7.53M in Q4 2025.
290 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.