Wealth Enhancement Advisory Services
BORR icon

Wealth Enhancement Advisory Services’s Borr Drilling BORR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BORR Stock Details BORR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$153K Sell
33,166
-733
-2% -$3.14K ﹤0.01% 3834
2026
Q2 		$147K Buy
33,899
+1,219
+4% +$6.58K ﹤0.01% 3701
2026
Q1 		$191K Buy
32,680
+3,402
+12% +$17.4K ﹤0.01% 3154
2025
Q4 		$121K Buy
29,278
+2,560
+10% +$8.48K ﹤0.01% 3396
2025
Q3 		$73.5K Buy
+26,718
New +$66.5K ﹤0.01% 3377

Other funds holding BORR

SWM
Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Wealth Enhancement Advisory Services's BORR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Borr Drilling (BORR) stake by 2.2% in Q3 2026, selling an estimated $3.14K and leaving 33,166 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #3834.

Wealth Enhancement Advisory Services first reported a position in BORR in Q3 2025 and has held it in 5 quarters since. The position peaked at $191K in Q1 2026. 10 funds tracked by Wall St. Rank hold BORR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 33,166 shares of Borr Drilling worth $153K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 733 Borr Drilling shares in Q3 2026, an estimated $3.14K.
  • Borr Drilling made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3834 holding.
  • Wealth Enhancement Advisory Services first reported a position in Borr Drilling in Q3 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Borr Drilling position peaked at $191K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Borr Drilling as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.