Wealth Enhancement Advisory Services
STGW icon

Wealth Enhancement Advisory Services’s Stagwell STGW Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$140K Buy
17,903
+3,126
+21% +$20.7K ﹤0.01% 3717
2026
Q1 		$92.8K Buy
14,777
+2,537
+21% +$14.2K ﹤0.01% 3333
2025
Q4 		$61K Buy
+12,240
New +$63.7K ﹤0.01% 3516

Other funds holding STGW

CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Stagwell (STGW) stake by 21% in Q2 2026, buying an estimated $20.7K and bringing the position to 17,903 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #3717.

Wealth Enhancement Advisory Services first reported a position in STGW in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

  • Wealth Enhancement Advisory Services held 17,903 shares of Stagwell worth $140K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,126 Stagwell shares in Q2 2026, an estimated $20.7K.
  • Stagwell made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3717 holding.
  • Wealth Enhancement Advisory Services first reported a position in Stagwell in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

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