Wealth Enhancement Advisory Services
SAFE

Wealth Enhancement Advisory Services’s Safehold SAFE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$255K Buy
15,855
+1,540
+11% +$23.3K ﹤0.01% 3355
2026
Q1 		$193K Sell
14,315
-2,021
-12% -$29.9K ﹤0.01% 3147
2025
Q4 		$234K Sell
16,336
-10,456
-39% -$149K ﹤0.01% 3143
2025
Q3 		$402K Buy
26,792
+13,370
+100% +$207K ﹤0.01% 2546
2025
Q2 		$211K Buy
+13,422
New +$208K ﹤0.01% 2949

Other funds holding SAFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MC
MSD Capital New York $102M AUM 2.45% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Safehold (SAFE) stake by 11% in Q2 2026, buying an estimated $23.3K and bringing the position to 15,855 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #3355.

Wealth Enhancement Advisory Services first reported a position in SAFE in Q2 2025 and has held it in 5 quarters since. The position peaked at $402K in Q3 2025. 215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 15,855 shares of Safehold worth $255K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,540 Safehold shares in Q2 2026, an estimated $23.3K.
  • Safehold made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3355 holding.
  • Wealth Enhancement Advisory Services first reported a position in Safehold in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Safehold position peaked at $402K in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

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