Wealth Enhancement Advisory Services
ATAI icon

Wealth Enhancement Advisory Services’s AtaiBeckley Inc ATAI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ATAI Stock Details ATAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-52,444
Closed -$199K – 4141
2026
Q1 		$199K Sell
52,444
-4,788
-8% -$18K ﹤0.01% 3136
2025
Q4 		$229K Sell
57,232
-52,555
-48% -$248K ﹤0.01% 3159
2025
Q3 		$608K Buy
+109,787
New +$446K ﹤0.01% 2206

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $22.2B AUM 58.34% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of AtaiBeckley Inc (ATAI) in Q2 2026, closing a stake of 52,444 shares — an estimated $199K sold.

Wealth Enhancement Advisory Services first reported a position in ATAI in Q3 2025 and held it in 3 quarters. The position peaked at $608K in Q3 2025. 242 funds tracked by Wall St. Rank hold ATAI as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining AtaiBeckley Inc position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 52,444 AtaiBeckley Inc shares in Q2 2026, an estimated $199K.
  • Wealth Enhancement Advisory Services first reported a position in AtaiBeckley Inc in Q3 2025 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's AtaiBeckley Inc position peaked at $608K in Q3 2025.
  • 242 funds tracked by Wall St. Rank held AtaiBeckley Inc as of Q2 2026.

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