Wealth Enhancement Advisory Services
SFIX icon

Wealth Enhancement Advisory Services’s Stitch Fix SFIX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SFIX Stock Details SFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$140K Sell
51,148
-81,992
-62% -$280K ﹤0.01% 3859
2026
Q2 		$428K Buy
133,140
+67,306
+102% +$245K ﹤0.01% 2841
2026
Q1 		$224K Buy
65,834
+26,680
+68% +$109K ﹤0.01% 3050
2025
Q4 		$203K Buy
39,154
+11,082
+39% +$50.6K ﹤0.01% 3260
2025
Q3 		$116K Buy
28,072
+13,154
+88% +$65K ﹤0.01% 3306
2025
Q2 		$59.7K Sell
14,918
-7,496
-33% -$28.1K ﹤0.01% 3206
2025
Q1 		$72.8K Sell
22,414
-2,372
-10% -$10.8K ﹤0.01% 2813
2024
Q4 		$107K Buy
24,786
+12,177
+97% +$44.8K ﹤0.01% 2801
2024
Q3 		$35.6K Buy
+12,609
New +$49.1K ﹤0.01% 2638

Other funds holding SFIX

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DF
Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Stitch Fix (SFIX) stake by 62% in Q3 2026, selling an estimated $280K and leaving 51,148 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #3859.

Wealth Enhancement Advisory Services first reported a position in SFIX in Q3 2024 and has held it in 9 quarters since. The position peaked at $428K in Q2 2026. 10 funds tracked by Wall St. Rank hold SFIX as of Q3 2026.

  • Wealth Enhancement Advisory Services held 51,148 shares of Stitch Fix worth $140K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 81,992 Stitch Fix shares in Q3 2026, an estimated $280K.
  • Stitch Fix made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3859 holding.
  • Wealth Enhancement Advisory Services first reported a position in Stitch Fix in Q3 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's Stitch Fix position peaked at $428K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2026.

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