Wealth Enhancement Advisory Services
KBH icon

Wealth Enhancement Advisory Services’s KB Home KBH Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio KBH Stock Details KBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$720K Sell
14,153
-11,197
-44% -$659K ﹤0.01% 2043
2025
Q4 		$1.45M Sell
25,350
-963
-4% -$59.2K ﹤0.01% 1720
2025
Q3 		$1.61M Buy
26,313
+864
+3% +$52.2K ﹤0.01% 1580
2025
Q2 		$1.38M Buy
25,449
+1,505
+6% +$80K ﹤0.01% 1556
2025
Q1 		$1.39M Buy
23,944
+819
+4% +$52.2K ﹤0.01% 1431
2024
Q4 		$1.52M Buy
23,125
+1,631
+8% +$127K ﹤0.01% 1316
2024
Q3 		$1.84M Buy
21,494
+161
+0.8% +$12.9K ﹤0.01% 1095
2024
Q2 		$1.5M Sell
21,333
-1,656
-7% -$113K ﹤0.01% 1107
2024
Q1 		$1.63M Sell
22,989
-1,198
-5% -$76.4K ﹤0.01% 1029
2023
Q4 		$1.51M Sell
24,187
-1,418
-6% -$72.9K ﹤0.01% 998
2023
Q3 		$1.18M Buy
+25,605
New +$1.3M ﹤0.01% 1030

Other funds holding KBH

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM