Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Polaris PII Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.28M Buy
84,247
+14,857
+21% +$957K 0.01% 975
2026
Q1 		$3.53M Buy
69,390
+9,420
+16% +$590K 0.01% 1083
2025
Q4 		$4.21M Buy
59,970
+33
+0.1% +$2.17K 0.01% 1104
2025
Q3 		$3.82M Buy
59,937
+371
+0.6% +$20K 0.01% 1090
2025
Q2 		$2.77M Buy
59,566
+49,143
+471% +$1.85M ﹤0.01% 1199
2025
Q1 		$427K Buy
10,423
+6,453
+163% +$307K ﹤0.01% 2164
2024
Q4 		$229K Buy
3,970
+551
+16% +$38.3K ﹤0.01% 2595
2024
Q3 		$285K Sell
3,419
-12
-0.3% -$975 ﹤0.01% 2215
2024
Q2 		$269K Sell
3,431
-450
-12% -$38.1K ﹤0.01% 2062
2024
Q1 		$389K Sell
3,881
-985
-20% -$90.5K ﹤0.01% 1741
2023
Q4 		$461K Sell
4,866
-1,164
-19% -$107K ﹤0.01% 1553
2023
Q3 		$628K Buy
+6,030
New +$716K ﹤0.01% 1301
2018
Q1 		– Sell
-9,233
Closed -$1.2M – 173
2017
Q4 		$1.2M Buy
+9,233
New +$1.1M 0.09% 97

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Polaris (PII) stake by 21% in Q2 2026, buying an estimated $957K and bringing the position to 84,247 shares worth $5.28M. The position accounts for 0.01% of the portfolio, ranked #975.

Wealth Enhancement Advisory Services first reported a position in PII in Q4 2017 and has held it in 13 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Wealth Enhancement Advisory Services held 84,247 shares of Polaris worth $5.28M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 14,857 Polaris shares in Q2 2026, an estimated $957K.
  • Polaris made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #975 holding.
  • Wealth Enhancement Advisory Services first reported a position in Polaris in Q4 2017 and has held it in 13 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

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