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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s WIX.com WIX Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio WIX Stock Details WIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$227 Hold
5
– – ﹤0.01% 2342
2026
Q1 		$450 Hold
5
– – ﹤0.01% 2352
2025
Q4 		$519 Hold
5
– – ﹤0.01% 2421
2025
Q3 		$888 Hold
5
– – ﹤0.01% 2235
2025
Q2 		$792 Hold
5
– – ﹤0.01% 2200
2025
Q1 		$817 Buy
+5
New +$1.04K ﹤0.01% 2142

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Baillie Gifford & Co
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BlackRock
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Durable Capital Partners
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Atreides Management
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s WIX Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held its WIX.com (WIX) position steady in Q2 2026 at 5 shares worth $227. The position accounts for ﹤0.01% of the portfolio, ranked #2342.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in WIX in Q1 2025 and has held it in 6 quarters since. The position peaked at $888 in Q3 2025. 237 funds tracked by Wall St. Rank hold WIX as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 5 shares of WIX.com worth $227 as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. left its WIX.com share count unchanged in Q2 2026.
  • WIX.com made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #2342 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in WIX.com in Q1 2025 and has held it in 6 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s WIX.com position peaked at $888 in Q3 2025.
  • 237 funds tracked by Wall St. Rank held WIX.com as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.