Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Alector ALEC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ALEC Stock Details ALEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-30,251
Closed -$48.7K – 4229
2026
Q2 		$48.7K Buy
30,251
+12,054
+66% +$25.8K ﹤0.01% 3925
2026
Q1 		$43.9K Buy
+18,197
New +$36.5K ﹤0.01% 3442
2025
Q4 		– Sell
-11,970
Closed -$36.7K – 3653
2025
Q3 		$36.7K Buy
+11,970
New +$26.4K ﹤0.01% 3457
2025
Q2 		– Sell
-13,678
Closed -$16.8K – 3382
2025
Q1 		$16.8K Buy
13,678
+2,638
+24% +$4.3K ﹤0.01% 2922
2024
Q4 		$20.9K Buy
+11,040
New +$41.6K ﹤0.01% 2900

Other funds holding ALEC

Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's ALEC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services sold out of Alector (ALEC) in Q3 2026, closing a stake of 30,251 shares — an estimated $48.7K sold.

Wealth Enhancement Advisory Services first reported a position in ALEC in Q4 2024 and held it in 5 quarters. The position peaked at $48.7K in Q2 2026. 11 funds tracked by Wall St. Rank hold ALEC as of Q3 2026.

  • Wealth Enhancement Advisory Services reported no remaining Alector position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 30,251 Alector shares in Q3 2026, an estimated $48.7K.
  • Wealth Enhancement Advisory Services first reported a position in Alector in Q4 2024 and held it in 5 quarters.
  • Wealth Enhancement Advisory Services's Alector position peaked at $48.7K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Alector as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.