Wealth Enhancement Advisory Services’s Ryan Specialty Holdings RYAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$526K	Buy	13,015 +2,758	+27%	+$93.6K	﹤0.01%	2636
2026 Q1	$344K	Sell	10,257 -4,182	-29%	-$179K	﹤0.01%	2644
2025 Q4	$764K	Buy	14,439 +1,479	+11%	+$81.1K	﹤0.01%	2142
2025 Q3	$754K	Buy	12,960 +958	+8%	+$56.7K	﹤0.01%	2048
2025 Q2	$801K	Sell	12,002 -213	-2%	-$14.7K	﹤0.01%	1878
2025 Q1	$902K	Buy	12,215 +460	+4%	+$31.3K	﹤0.01%	1657
2024 Q4	$754K	Buy	11,755 +420	+4%	+$29.2K	﹤0.01%	1711
2024 Q3	$753K	Buy	+11,335	New	+$708K	﹤0.01%	1570

Other funds holding RYAN

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

EFG

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Ryan Specialty Holdings (RYAN) stake by 27% in Q2 2026, buying an estimated $93.6K and bringing the position to 13,015 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #2636.

Wealth Enhancement Advisory Services first reported a position in RYAN in Q3 2024 and has held it in 8 quarters since. The position peaked at $902K in Q1 2025. 59 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

Wealth Enhancement Advisory Services held 13,015 shares of Ryan Specialty Holdings worth $526K as of Q2 2026.
Wealth Enhancement Advisory Services bought 2,758 Ryan Specialty Holdings shares in Q2 2026, an estimated $93.6K.
Ryan Specialty Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2636 holding.
Wealth Enhancement Advisory Services first reported a position in Ryan Specialty Holdings in Q3 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's Ryan Specialty Holdings position peaked at $902K in Q1 2025.
59 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

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