Wealth Enhancement Advisory Services
SEMR

Wealth Enhancement Advisory Services’s Semrush SEMR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SEMR Stock Details SEMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-21,186
Closed -$194K – 3686
2025
Q2 		$194K Sell
21,186
-1,745
-8% -$16.9K ﹤0.01% 3008
2025
Q1 		$214K Buy
+22,931
New +$313K ﹤0.01% 2622
2024
Q3 		– Sell
-11,202
Closed -$150K – 2905
2024
Q2 		$150K Sell
11,202
-3,032
-21% -$42K ﹤0.01% 2345
2024
Q1 		$189K Sell
14,234
-1,280
-8% -$15.4K ﹤0.01% 2214
2023
Q4 		$212K Sell
15,514
-3,665
-19% -$36.2K ﹤0.01% 2060
2023
Q3 		$163K Buy
+19,179
New +$179K ﹤0.01% 2038

Other funds holding SEMR

G
Greycroft New York $146M AUM 1.94% 1-Year Est. Return
RCP
RPM Capital Partners New York $6.9M AUM 20.83% 1-Year Est. Return
SGA
Siguler Guff Advisers New York $56.1M AUM 46.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealth Enhancement Advisory Services's SEMR Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of Semrush (SEMR) in Q3 2025, closing a stake of 21,186 shares — an estimated $194K sold.

Wealth Enhancement Advisory Services first reported a position in SEMR in Q3 2023 and held it in 6 quarters. The position peaked at $214K in Q1 2025. 169 funds tracked by Wall St. Rank hold SEMR as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining Semrush position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 21,186 Semrush shares in Q3 2025, an estimated $194K.
  • Wealth Enhancement Advisory Services first reported a position in Semrush in Q3 2023 and held it in 6 quarters.
  • Wealth Enhancement Advisory Services's Semrush position peaked at $214K in Q1 2025.
  • 169 funds tracked by Wall St. Rank held Semrush as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.