Wealth Enhancement Advisory Services
BRZE icon

Wealth Enhancement Advisory Services’s Braze BRZE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BRZE Stock Details BRZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$909K Buy
36,158
+4,270
+13% +$95.1K ﹤0.01% 2144
2026
Q1 		$755K Buy
31,888
+19,589
+159% +$424K ﹤0.01% 1999
2025
Q4 		$386K Buy
+12,299
New +$364K ﹤0.01% 2692

Other funds holding BRZE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Braze (BRZE) stake by 13% in Q2 2026, buying an estimated $95.1K and bringing the position to 36,158 shares worth $909K. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

Wealth Enhancement Advisory Services first reported a position in BRZE in Q4 2025 and has held it in 3 quarters since. 245 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 36,158 shares of Braze worth $909K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,270 Braze shares in Q2 2026, an estimated $95.1K.
  • Braze made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2144 holding.
  • Wealth Enhancement Advisory Services first reported a position in Braze in Q4 2025 and has held it in 3 quarters since.
  • 245 funds tracked by Wall St. Rank held Braze as of Q2 2026.

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