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
2024
Q3 		– Sell
-900
Closed -$8.38K – 2925
2024
Q2 		$8.38K Hold
900
– – ﹤0.01% 2526
2024
Q1 		$5.4K Sell
900
-4,100
-82% -$297K ﹤0.01% 2431
2023
Q4 		$17.8K Buy
+5,000
New +$283K ﹤0.01% 2263

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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. 215 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.
  • 215 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.