Wealth Enhancement Advisory Services
ALRM icon

Wealth Enhancement Advisory Services’s Alarm.com ALRM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ALRM Stock Details ALRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$503K Buy
9,763
+3,997
+69% +$179K ﹤0.01% 2679
2026
Q1 		$252K Sell
5,766
-278
-5% -$13.3K ﹤0.01% 2943
2025
Q4 		$310K Buy
6,044
+1,944
+47% +$99.1K ﹤0.01% 2896
2025
Q3 		$211K Buy
4,100
+454
+12% +$25.3K ﹤0.01% 3092
2025
Q2 		$210K Buy
+3,646
New +$202K ﹤0.01% 2950

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Alarm.com (ALRM) stake by 69% in Q2 2026, buying an estimated $179K and bringing the position to 9,763 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #2679.

Wealth Enhancement Advisory Services first reported a position in ALRM in Q2 2025 and has held it in 5 quarters since. 314 funds tracked by Wall St. Rank hold ALRM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 9,763 shares of Alarm.com worth $503K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,997 Alarm.com shares in Q2 2026, an estimated $179K.
  • Alarm.com made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2679 holding.
  • Wealth Enhancement Advisory Services first reported a position in Alarm.com in Q2 2025 and has held it in 5 quarters since.
  • 314 funds tracked by Wall St. Rank held Alarm.com as of Q2 2026.

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