Wealth Enhancement Advisory Services’s BP BP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.3M	Sell	211,854 -27,720	-12%	-$1.22M	0.01%	757
2026 Q1	$11.3M	Sell	239,574 -38,294	-14%	-$1.5M	0.02%	549
2025 Q4	$9.55M	Buy	277,868 +9,375	+3%	+$329K	0.01%	711
2025 Q3	$9.39M	Sell	268,493 -1,622	-0.6%	-$54.3K	0.01%	683
2025 Q2	$8.35M	Buy	270,115 +10,204	+4%	+$299K	0.01%	695
2025 Q1	$8.78M	Buy	259,911 +6,384	+3%	+$208K	0.02%	622
2024 Q4	$7.49M	Buy	253,527 +11,204	+5%	+$337K	0.01%	651
2024 Q3	$7.61M	Sell	242,323 -3,478	-1%	-$118K	0.02%	600
2024 Q2	$8.87M	Buy	245,801 +27,698	+13%	+$1.04M	0.02%	513
2024 Q1	$8.22M	Buy	218,103 +7,343	+3%	+$263K	0.02%	527
2023 Q4	$7.46M	Sell	210,760 -5,153	-2%	-$189K	0.02%	496
2023 Q3	$8.36M	Buy	215,913 +192,323	+815%	+$7.14M	0.03%	448
2023 Q2	$832K	Sell	23,590 -1,090	-4%	-$40.3K	0.01%	287
2023 Q1	$936K	Buy	+24,680	New	+$922K	0.01%	312

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its BP (BP) stake by 12% in Q2 2026, selling an estimated $1.22M and leaving 211,854 shares worth $8.3M. The position accounts for 0.01% of the portfolio, ranked #757.

Wealth Enhancement Advisory Services first reported a position in BP in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.3M in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Wealth Enhancement Advisory Services held 211,854 shares of BP worth $8.3M as of Q2 2026.
Wealth Enhancement Advisory Services sold 27,720 BP shares in Q2 2026, an estimated $1.22M.
BP made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #757 holding.
Wealth Enhancement Advisory Services first reported a position in BP in Q1 2023 and has held it in 14 quarters since.
Wealth Enhancement Advisory Services's BP position peaked at $11.3M in Q1 2026.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

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