Wealth Enhancement Advisory Services
JLL icon

Wealth Enhancement Advisory Services’s Jones Lang LaSalle JLL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.6M Buy
5,279
+254
+5% +$88.1K ﹤0.01% 1837
2026
Q2 		$1.63M Sell
5,025
-4,479
-47% -$1.39M ﹤0.01% 1717
2026
Q1 		$2.67M Sell
9,504
-4,238
-31% -$1.37M 0.01% 1238
2025
Q4 		$4.82M Buy
13,742
+11,213
+443% +$3.51M 0.01% 1035
2025
Q3 		$724K Buy
2,529
+1,101
+77% +$315K ﹤0.01% 2074
2025
Q2 		$372K Sell
1,428
-23
-2% -$5.27K ﹤0.01% 2448
2025
Q1 		$360K Buy
1,451
+159
+12% +$41.8K ﹤0.01% 2300
2024
Q4 		$327K Buy
1,292
+87
+7% +$23.2K ﹤0.01% 2313
2024
Q3 		$325K Sell
1,205
-7,908
-87% -$1.92M ﹤0.01% 2119
2024
Q2 		$1.87M Buy
9,113
+8,080
+782% +$1.57M ﹤0.01% 1012
2024
Q1 		$202K Buy
+1,033
New +$188K ﹤0.01% 2196
2023
Q4 		– Sell
-9,830
Closed -$1.39M – 2392
2023
Q3 		$1.39M Buy
+9,830
New +$1.61M ﹤0.01% 984
2021
Q3 		– Sell
-7,006
Closed -$1.35M – 316
2021
Q2 		$1.35M Sell
7,006
-468
-6% -$91.4K 0.02% 166
2021
Q1 		$1.36M Buy
7,474
+184
+3% +$30K 0.02% 160
2020
Q4 		$1.08M Buy
+7,290
New +$936K 0.02% 153
2015
Q4 		– Sell
-5,366
Closed -$798K – 127
2015
Q3 		$798K Buy
5,366
+852
+19% +$139K 0.24% 92
2015
Q2 		$772K Buy
4,514
+693
+18% +$117K 0.24% 79
2015
Q1 		$651K Buy
3,821
+835
+28% +$132K 0.25% 89
2014
Q4 		$448K Buy
+2,986
New +$412K 0.18% 102

Other funds holding JLL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Jones Lang LaSalle (JLL) stake by 5.1% in Q3 2026, buying an estimated $88.1K and bringing the position to 5,279 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

Wealth Enhancement Advisory Services first reported a position in JLL in Q4 2014 and has held it in 19 quarters since. The position peaked at $4.82M in Q4 2025. 398 funds tracked by Wall St. Rank hold JLL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 5,279 shares of Jones Lang LaSalle worth $1.6M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 254 Jones Lang LaSalle shares in Q3 2026, an estimated $88.1K.
  • Jones Lang LaSalle made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1837 holding.
  • Wealth Enhancement Advisory Services first reported a position in Jones Lang LaSalle in Q4 2014 and has held it in 19 quarters since.
  • Wealth Enhancement Advisory Services's Jones Lang LaSalle position peaked at $4.82M in Q4 2025.
  • 398 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q3 2026.

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