Wealth Enhancement Advisory Services
PRCH icon

Wealth Enhancement Advisory Services’s Porch Group PRCH Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PRCH Stock Details PRCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$326K Buy
18,587
+3,641
+24% +$57K ﹤0.01% 3265
2026
Q2 		$222K Buy
+14,946
New +$147K ﹤0.01% 3493

Other funds holding PRCH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Zweig-DiMenna Associates
Zweig-DiMenna Associates New York $1.3B AUM 120.13% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Porch Group (PRCH) stake by 24% in Q3 2026, buying an estimated $57K and bringing the position to 18,587 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #3265.

Wealth Enhancement Advisory Services first reported a position in PRCH in Q2 2026 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold PRCH as of Q3 2026.

  • Wealth Enhancement Advisory Services held 18,587 shares of Porch Group worth $326K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 3,641 Porch Group shares in Q3 2026, an estimated $57K.
  • Porch Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3265 holding.
  • Wealth Enhancement Advisory Services first reported a position in Porch Group in Q2 2026 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held Porch Group as of Q3 2026.

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