Wealth Enhancement Advisory Services
TRNS icon

Wealth Enhancement Advisory Services’s Transcat TRNS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TRNS Stock Details TRNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$537K Buy
6,072
+993
+20% +$81.1K ﹤0.01% 2620
2026
Q1 		$387K Sell
5,079
-74,293
-94% -$5.23M ﹤0.01% 2540
2025
Q4 		$4.82M Sell
79,372
-42
-0.1% -$2.62K 0.01% 1036
2025
Q3 		$5.61M Buy
79,414
+99
+0.1% +$7.98K 0.01% 893
2025
Q2 		$7.13M Buy
79,315
+40
+0.1% +$3.27K 0.01% 751
2025
Q1 		$5.9M Buy
79,275
+4
+0% +$335 0.01% 768
2024
Q4 		$8.38M Sell
79,271
-32
-0% -$3.55K 0.02% 618
2024
Q3 		$9.58M Buy
79,303
+17,743
+29% +$2.2M 0.02% 524
2024
Q2 		$7.37M Sell
61,560
-12,018
-16% -$1.42M 0.02% 574
2024
Q1 		$8.2M Sell
73,578
-9,873
-12% -$1.05M 0.02% 529
2023
Q4 		$9.12M Sell
83,451
-11,997
-13% -$1.15M 0.03% 455
2023
Q3 		$9.35M Buy
+95,448
New +$9.12M 0.03% 427

Other funds holding TRNS

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Transcat (TRNS) stake by 20% in Q2 2026, buying an estimated $81.1K and bringing the position to 6,072 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #2620.

Wealth Enhancement Advisory Services first reported a position in TRNS in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.58M in Q3 2024. 172 funds tracked by Wall St. Rank hold TRNS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 6,072 shares of Transcat worth $537K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 993 Transcat shares in Q2 2026, an estimated $81.1K.
  • Transcat made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2620 holding.
  • Wealth Enhancement Advisory Services first reported a position in Transcat in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Transcat position peaked at $9.58M in Q3 2024.
  • 172 funds tracked by Wall St. Rank held Transcat as of Q2 2026.

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