Wealth Enhancement Advisory Services
CXM icon

Wealth Enhancement Advisory Services’s Sprinklr CXM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CXM Stock Details CXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$269K Buy
49,092
+19,689
+67% +$105K ﹤0.01% 3302
2026
Q1 		$178K Buy
29,403
+14,136
+93% +$87.7K ﹤0.01% 3175
2025
Q4 		$115K Buy
15,267
+5,078
+50% +$38.6K ﹤0.01% 3405
2025
Q3 		$76.8K Sell
10,189
-510
-5% -$4.3K ﹤0.01% 3371
2025
Q2 		$93.7K Buy
+10,699
New +$85.7K ﹤0.01% 3147

Other funds holding CXM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HFCII
H&F Corporate Investors IX San Francisco, California $56M AUM 39.01% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SP
Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Sprinklr (CXM) stake by 67% in Q2 2026, buying an estimated $105K and bringing the position to 49,092 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #3302.

Wealth Enhancement Advisory Services first reported a position in CXM in Q2 2025 and has held it in 5 quarters since. 267 funds tracked by Wall St. Rank hold CXM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 49,092 shares of Sprinklr worth $269K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 19,689 Sprinklr shares in Q2 2026, an estimated $105K.
  • Sprinklr made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3302 holding.
  • Wealth Enhancement Advisory Services first reported a position in Sprinklr in Q2 2025 and has held it in 5 quarters since.
  • 267 funds tracked by Wall St. Rank held Sprinklr as of Q2 2026.

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