Wealth Enhancement Advisory Services
FIZZ icon

Wealth Enhancement Advisory Services’s National Beverage FIZZ Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FIZZ Stock Details FIZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$238K Buy
7,035
+339
+5% +$11.8K ﹤0.01% 3431
2026
Q1 		$226K Buy
+6,696
New +$232K ﹤0.01% 3041

Other funds holding FIZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its National Beverage (FIZZ) stake by 5.1% in Q2 2026, buying an estimated $11.8K and bringing the position to 7,035 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #3431.

Wealth Enhancement Advisory Services first reported a position in FIZZ in Q1 2026 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 7,035 shares of National Beverage worth $238K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 339 National Beverage shares in Q2 2026, an estimated $11.8K.
  • National Beverage made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3431 holding.
  • Wealth Enhancement Advisory Services first reported a position in National Beverage in Q1 2026 and has held it in 2 quarters since.
  • 258 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

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