Wealth Enhancement Advisory Services
PRTH icon

Wealth Enhancement Advisory Services’s Priority Technology Holdings PRTH Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PRTH Stock Details PRTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$152K Buy
+21,308
New +$123K ﹤0.01% 3697
2025
Q4 		– Sell
-14,519
Closed -$106K – 3769
2025
Q3 		$106K Buy
+14,519
New +$110K ﹤0.01% 3328

Other funds holding PRTH

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BCA
Buckley Capital Advisors Miami Beach, Florida $161M AUM
SCP
Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return
FCM
FourWorld Capital Management New York $110M AUM 44.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NIP
Norwood Investment Partners Mill Valley, California $72.4M AUM 1.36% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in Priority Technology Holdings (PRTH) in Q2 2026: 21,308 shares worth $152K. The stake represents ﹤0.01% of the portfolio and ranks #3697 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in PRTH as recently as Q3 2025.

Wealth Enhancement Advisory Services first reported a position in PRTH in Q3 2025 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold PRTH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 21,308 shares of Priority Technology Holdings worth $152K as of Q2 2026.
  • Priority Technology Holdings was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Priority Technology Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3697 holding.
  • Wealth Enhancement Advisory Services first reported a position in Priority Technology Holdings in Q3 2025 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Priority Technology Holdings as of Q2 2026.

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