Wealth Enhancement Advisory Services
AIP icon

Wealth Enhancement Advisory Services’s Arteris AIP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AIP Stock Details AIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.52M Buy
43,709
+22,139
+103% +$708K ﹤0.01% 1768
2026
Q1 		$393K Buy
21,570
+5,103
+31% +$80.9K ﹤0.01% 2524
2025
Q4 		$289K Buy
+16,467
New +$239K ﹤0.01% 2951

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Arteris (AIP) stake by 103% in Q2 2026, buying an estimated $708K and bringing the position to 43,709 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

Wealth Enhancement Advisory Services first reported a position in AIP in Q4 2025 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold AIP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 43,709 shares of Arteris worth $1.52M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 22,139 Arteris shares in Q2 2026, an estimated $708K.
  • Arteris made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1768 holding.
  • Wealth Enhancement Advisory Services first reported a position in Arteris in Q4 2025 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held Arteris as of Q2 2026.

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