Wealth Enhancement Advisory Services
XYZ

Wealth Enhancement Advisory Services’s Block Inc XYZ Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.06M Buy
82,057
+22,529
+38% +$1.58M 0.01% 898
2026
Q1 		$3.56M Sell
59,528
-2,766
-4% -$168K 0.01% 1080
2025
Q4 		$4.36M Sell
62,294
-40,555
-39% -$2.8M 0.01% 1085
2025
Q3 		$8.13M Sell
102,849
-15,327
-13% -$1.15M 0.01% 737
2025
Q2 		$8.18M Buy
118,176
+89,068
+306% +$5.18M 0.01% 706
2025
Q1 		$1.58M Sell
29,108
-620
-2% -$46.3K ﹤0.01% 1367
2024
Q4 		$2.53M Buy
29,728
+3,009
+11% +$247K ﹤0.01% 1057
2024
Q3 		$1.79M Buy
26,719
+1,377
+5% +$89K ﹤0.01% 1110
2024
Q2 		$1.63M Buy
25,342
+595
+2% +$41.6K ﹤0.01% 1071
2024
Q1 		$2.09M Sell
24,747
-2,742
-10% -$198K 0.01% 925
2023
Q4 		$2.13M Sell
27,489
-711
-3% -$40.2K 0.01% 875
2023
Q3 		$1.25M Buy
+28,200
New +$1.75M ﹤0.01% 1010

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Block Inc (XYZ) stake by 38% in Q2 2026, buying an estimated $1.58M and bringing the position to 82,057 shares worth $6.06M. The position accounts for 0.01% of the portfolio, ranked #898.

Wealth Enhancement Advisory Services first reported a position in XYZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.18M in Q2 2025. 153 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 82,057 shares of Block Inc worth $6.06M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 22,529 Block Inc shares in Q2 2026, an estimated $1.58M.
  • Block Inc made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #898 holding.
  • Wealth Enhancement Advisory Services first reported a position in Block Inc in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Block Inc position peaked at $8.18M in Q2 2025.
  • 153 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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