Wealth Enhancement Advisory Services
CMG icon

Wealth Enhancement Advisory Services’s Chipotle Mexican Grill CMG Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CMG Stock Details CMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.99M Sell
276,310
-107,548
-28% -$3.51M 0.02% 719
2026
Q1 		$11.7M Buy
383,858
+232
+0.1% +$8.58K 0.02% 539
2025
Q4 		$14.8M Buy
383,626
+82,796
+28% +$2.99M 0.02% 564
2025
Q3 		$12.3M Sell
300,830
-95,676
-24% -$4.31M 0.02% 583
2025
Q2 		$22.6M Buy
396,506
+23,074
+6% +$1.17M 0.04% 384
2025
Q1 		$18.8M Buy
373,432
+65,096
+21% +$3.54M 0.04% 415
2024
Q4 		$18.6M Sell
308,336
-95,213
-24% -$5.74M 0.04% 390
2024
Q3 		$23.3M Buy
403,549
+261,576
+184% +$14.5M 0.05% 325
2024
Q2 		$8.89M Buy
141,973
+13,673
+11% +$849K 0.02% 512
2024
Q1 		$7.46M Buy
128,300
+9,500
+8% +$486K 0.02% 554
2023
Q4 		$5.43M Buy
118,800
+8,200
+7% +$341K 0.02% 590
2023
Q3 		$4.05M Buy
+110,600
New +$4.31M 0.01% 634

Other funds holding CMG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Chipotle Mexican Grill (CMG) stake by 28% in Q2 2026, selling an estimated $3.51M and leaving 276,310 shares worth $8.99M. The position accounts for 0.02% of the portfolio, ranked #719.

Wealth Enhancement Advisory Services first reported a position in CMG in Q3 2023 and has held it in 12 quarters since. The position peaked at $23.3M in Q3 2024. 153 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 276,310 shares of Chipotle Mexican Grill worth $8.99M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 107,548 Chipotle Mexican Grill shares in Q2 2026, an estimated $3.51M.
  • Chipotle Mexican Grill made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #719 holding.
  • Wealth Enhancement Advisory Services first reported a position in Chipotle Mexican Grill in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Chipotle Mexican Grill position peaked at $23.3M in Q3 2024.
  • 153 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

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