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

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YIH
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EWM
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Handelsbanken Fonder
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Assenagon Asset Management
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GI
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NWAG
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AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DIM
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GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return