Wealth Enhancement Advisory Services
ALK icon

Wealth Enhancement Advisory Services’s Alaska Air ALK Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ALK Stock Details ALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.14M Buy
28,889
+17,209
+147% +$767K ﹤0.01% 2080
2026
Q2 		$577K Buy
11,680
+1,258
+12% +$53.7K ﹤0.01% 2553
2026
Q1 		$389K Sell
10,422
-3,830
-27% -$185K ﹤0.01% 2533
2025
Q4 		$723K Sell
14,252
-15,399
-52% -$712K ﹤0.01% 2189
2025
Q3 		$1.45M Buy
29,651
+3,500
+13% +$195K ﹤0.01% 1640
2025
Q2 		$1.33M Buy
26,151
+991
+4% +$48.1K ﹤0.01% 1580
2025
Q1 		$1.24M Buy
25,160
+713
+3% +$46.8K ﹤0.01% 1503
2024
Q4 		$1.58M Buy
24,447
+5,003
+26% +$263K ﹤0.01% 1299
2024
Q3 		$879K Buy
19,444
+12,126
+166% +$460K ﹤0.01% 1477
2024
Q2 		$296K Buy
7,318
+1,333
+22% +$56.6K ﹤0.01% 1988
2024
Q1 		$257K Sell
5,985
-327
-5% -$12.2K ﹤0.01% 2018
2023
Q4 		$247K Buy
6,312
+792
+14% +$28.2K ﹤0.01% 1964
2023
Q3 		$205K Buy
+5,520
New +$250K ﹤0.01% 1991

Other funds holding ALK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Alaska Air (ALK) stake by 147% in Q3 2026, buying an estimated $767K and bringing the position to 28,889 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Wealth Enhancement Advisory Services first reported a position in ALK in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.58M in Q4 2024. 302 funds tracked by Wall St. Rank hold ALK as of Q3 2026.

  • Wealth Enhancement Advisory Services held 28,889 shares of Alaska Air worth $1.14M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 17,209 Alaska Air shares in Q3 2026, an estimated $767K.
  • Alaska Air made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2080 holding.
  • Wealth Enhancement Advisory Services first reported a position in Alaska Air in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Alaska Air position peaked at $1.58M in Q4 2024.
  • 302 funds tracked by Wall St. Rank held Alaska Air as of Q3 2026.

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