Wealth Enhancement Advisory Services
ADPT icon

Wealth Enhancement Advisory Services’s Adaptive Biotechnologies ADPT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ADPT Stock Details ADPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$382K Sell
18,136
-1,101
-6% -$16.9K ﹤0.01% 2961
2026
Q1 		$285K Buy
19,237
+4,468
+30% +$71.2K ﹤0.01% 2829
2025
Q4 		$238K Buy
14,769
+542
+4% +$8.85K ﹤0.01% 3128
2025
Q3 		$204K Buy
14,227
+2,651
+23% +$32.3K ﹤0.01% 3129
2025
Q2 		$137K Sell
11,576
-170
-1% -$1.54K ﹤0.01% 3084
2025
Q1 		$87.3K Buy
+11,746
New +$90.3K ﹤0.01% 2787

Other funds holding ADPT

Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Adaptive Biotechnologies (ADPT) stake by 5.7% in Q2 2026, selling an estimated $16.9K and leaving 18,136 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #2961.

Wealth Enhancement Advisory Services first reported a position in ADPT in Q1 2025 and has held it in 6 quarters since. 300 funds tracked by Wall St. Rank hold ADPT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 18,136 shares of Adaptive Biotechnologies worth $382K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,101 Adaptive Biotechnologies shares in Q2 2026, an estimated $16.9K.
  • Adaptive Biotechnologies made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2961 holding.
  • Wealth Enhancement Advisory Services first reported a position in Adaptive Biotechnologies in Q1 2025 and has held it in 6 quarters since.
  • 300 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q2 2026.

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