Position in PD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,062,165
+$802,072 QoQ
Shares Held
110,069
+162.8% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 255 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in PD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $435,306,642 across 101 Software - Application names. PD ranks #42 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
501,815 | $49,820,193 | |
| 2 | INTU |
Intuit Inc.
|
161,048 | $42,033,528 | |
| 3 | ADP |
Automatic Data Processing Inc
|
175,697 | $39,347,343 | |
| 4 | CRM |
Salesforce, Inc.
|
163,367 | $25,593,074 | |
| 5 | SNOW |
Snowflake Inc.
|
97,262 | $24,753,179 | |
| 6 | ADSK |
Autodesk, Inc.
|
104,658 | $20,347,608 | |
| 7 | ADBE |
Adobe Inc.
|
98,678 | $20,230,963 | |
| 8 | SHOP |
Shopify Inc.
|
164,440 | $18,775,759 |
All Filings in PD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,062,165 | 110,069 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $260,093 | 41,883 | Shares | Sole | 2026-04-08 | |
| 2025-09-30 | $291,247 | 17,630 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $162,212 | 10,616 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||