Wealth Enhancement Advisory Services
CCK icon

Wealth Enhancement Advisory Services’s Crown Holdings CCK Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CCK Stock Details CCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.53M Sell
56,596
-2,873
-5% -$290K 0.01% 953
2026
Q1 		$5.28M Buy
59,469
+7,992
+16% +$854K 0.01% 877
2025
Q4 		$5.34M Buy
51,477
+14,093
+38% +$1.37M 0.01% 976
2025
Q3 		$3.45M Buy
37,384
+3,562
+11% +$357K 0.01% 1145
2025
Q2 		$3.65M Buy
33,822
+18,433
+120% +$1.76M 0.01% 1050
2025
Q1 		$1.37M Buy
15,389
+11
+0.1% +$960 ﹤0.01% 1443
2024
Q4 		$1.27M Sell
15,378
-4,454
-22% -$405K ﹤0.01% 1420
2024
Q3 		$1.9M Buy
19,832
+12,676
+177% +$1.09M ﹤0.01% 1079
2024
Q2 		$532K Buy
7,156
+931
+15% +$75.1K ﹤0.01% 1611
2024
Q1 		$493K Sell
6,225
-1,356
-18% -$111K ﹤0.01% 1594
2023
Q4 		$698K Buy
7,581
+741
+11% +$62.8K ﹤0.01% 1323
2023
Q3 		$605K Buy
+6,840
New +$613K ﹤0.01% 1326

Other funds holding CCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Crown Holdings (CCK) stake by 4.8% in Q2 2026, selling an estimated $290K and leaving 56,596 shares worth $5.53M. The position accounts for 0.01% of the portfolio, ranked #953.

Wealth Enhancement Advisory Services first reported a position in CCK in Q3 2023 and has held it in 12 quarters since. 603 funds tracked by Wall St. Rank hold CCK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 56,596 shares of Crown Holdings worth $5.53M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 2,873 Crown Holdings shares in Q2 2026, an estimated $290K.
  • Crown Holdings made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #953 holding.
  • Wealth Enhancement Advisory Services first reported a position in Crown Holdings in Q3 2023 and has held it in 12 quarters since.
  • 603 funds tracked by Wall St. Rank held Crown Holdings as of Q2 2026.

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