Wealth Enhancement Advisory Services’s Prime Medicine PRME Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PRME Stock Details PRME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$41.1K	Sell	11,479 -3,617	-24%	-$12K	﹤0.01%	4064
2026 Q2	$57.1K	Sell	15,096 -22,585	-60%	-$75K	﹤0.01%	3902
2026 Q1	$125K	Buy	37,681 +11,583	+44%	+$44.1K	﹤0.01%	3271
2025 Q4	$96.6K	Sell	26,098 -680	-3%	-$3.02K	﹤0.01%	3436
2025 Q3	$157K	Buy	26,778 +771	+3%	+$3.13K	﹤0.01%	3218
2025 Q2	$80.9K	Buy	26,007 +13,777	+113%	+$21.2K	﹤0.01%	3171
2025 Q1	$24.3K	Buy	+12,230	New	+$31.2K	﹤0.01%	2905

Other funds holding PRME

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Prime Medicine (PRME) stake by 24% in Q3 2026, selling an estimated $12K and leaving 11,479 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4064.

Wealth Enhancement Advisory Services first reported a position in PRME in Q1 2025 and has held it in 7 quarters since. The position peaked at $157K in Q3 2025. 25 funds tracked by Wall St. Rank hold PRME as of Q3 2026.

Wealth Enhancement Advisory Services held 11,479 shares of Prime Medicine worth $41.1K as of Q3 2026.
Wealth Enhancement Advisory Services sold 3,617 Prime Medicine shares in Q3 2026, an estimated $12K.
Prime Medicine made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #4064 holding.
Wealth Enhancement Advisory Services first reported a position in Prime Medicine in Q1 2025 and has held it in 7 quarters since.
Wealth Enhancement Advisory Services's Prime Medicine position peaked at $157K in Q3 2025.
25 funds tracked by Wall St. Rank held Prime Medicine as of Q3 2026.

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