Wealth Enhancement Advisory Services
BSM icon

Wealth Enhancement Advisory Services’s Black Stone Minerals BSM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BSM Stock Details BSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$173K Buy
+12,516
New +$174K ﹤0.01% 3643
2025
Q4 		– Sell
-10,281
Closed -$139K – 3679
2025
Q3 		$139K Hold
10,281
– – ﹤0.01% 3257
2025
Q2 		$135K Buy
+10,281
New +$142K ﹤0.01% 3086
2025
Q1 		– Sell
-23,994
Closed -$350K – 3007
2024
Q4 		$350K Buy
23,994
+3,460
+17% +$51.6K ﹤0.01% 2250
2024
Q3 		$310K Buy
20,534
+230
+1% +$3.45K ﹤0.01% 2154
2024
Q2 		$318K Sell
20,304
-361
-2% -$5.78K ﹤0.01% 1943
2024
Q1 		$330K Sell
20,665
-100
-0.5% -$1.58K ﹤0.01% 1852
2023
Q4 		$331K Buy
20,765
+4,000
+24% +$68.8K ﹤0.01% 1751
2023
Q3 		$289K Buy
+16,765
New +$286K ﹤0.01% 1767

Other funds holding BSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LCAM
Long Corridor Asset Management Hong Kong $331M AUM 10.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in Black Stone Minerals (BSM) in Q2 2026: 12,516 shares worth $173K. The stake represents ﹤0.01% of the portfolio and ranks #3643 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in BSM as recently as Q3 2025.

Wealth Enhancement Advisory Services first reported a position in BSM in Q3 2023 and has held it in 9 quarters since. The position peaked at $350K in Q4 2024. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 12,516 shares of Black Stone Minerals worth $173K as of Q2 2026.
  • Black Stone Minerals was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Black Stone Minerals made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3643 holding.
  • Wealth Enhancement Advisory Services first reported a position in Black Stone Minerals in Q3 2023 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's Black Stone Minerals position peaked at $350K in Q4 2024.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

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