Wealth Enhancement Advisory Services
CALM icon

Wealth Enhancement Advisory Services’s Cal-Maine CALM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CALM Stock Details CALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$234K Sell
3,607
-945
-21% -$76.5K ﹤0.01% 3602
2026
Q2 		$402K Buy
4,552
+1,759
+63% +$136K ﹤0.01% 2906
2026
Q1 		$218K Buy
+2,793
New +$229K ﹤0.01% 3071
2025
Q4 		– Sell
-2,531
Closed -$235K – 3683
2025
Q3 		$235K Buy
+2,531
New +$270K ﹤0.01% 2988

Other funds holding CALM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Wealth Enhancement Advisory Services's CALM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Cal-Maine (CALM) stake by 21% in Q3 2026, selling an estimated $76.5K and leaving 3,607 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #3602.

Wealth Enhancement Advisory Services first reported a position in CALM in Q3 2025 and has held it in 4 quarters since. The position peaked at $402K in Q2 2026. 323 funds tracked by Wall St. Rank hold CALM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 3,607 shares of Cal-Maine worth $234K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 945 Cal-Maine shares in Q3 2026, an estimated $76.5K.
  • Cal-Maine made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3602 holding.
  • Wealth Enhancement Advisory Services first reported a position in Cal-Maine in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Cal-Maine position peaked at $402K in Q2 2026.
  • 323 funds tracked by Wall St. Rank held Cal-Maine as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.