Wealth Enhancement Advisory Services
UBS icon

Wealth Enhancement Advisory Services’s UBS Group UBS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.84M Buy
54,506
+7,419
+16% +$338K ﹤0.01% 1355
2026
Q1 		$1.86M Sell
47,087
-85,103
-64% -$3.64M ﹤0.01% 1432
2025
Q4 		$6.25M Buy
132,190
+10,805
+9% +$437K 0.01% 914
2025
Q3 		$4.97M Buy
121,385
+318
+0.3% +$12.3K 0.01% 951
2025
Q2 		$4.22M Sell
121,067
-3,328
-3% -$103K 0.01% 971
2025
Q1 		$3.81M Buy
124,395
+19,229
+18% +$641K 0.01% 926
2024
Q4 		$3.19M Buy
105,166
+261
+0.2% +$8.27K 0.01% 971
2024
Q3 		$3.24M Buy
104,905
+70,278
+203% +$2.11M 0.01% 865
2024
Q2 		$1.02M Buy
34,627
+11,328
+49% +$337K ﹤0.01% 1267
2024
Q1 		$716K Sell
23,299
-7,931
-25% -$234K ﹤0.01% 1388
2023
Q4 		$965K Buy
31,230
+4,816
+18% +$127K ﹤0.01% 1193
2023
Q3 		$651K Buy
26,414
+12,962
+96% +$303K ﹤0.01% 1285
2023
Q2 		$273K Hold
13,452
– – ﹤0.01% 449
2023
Q1 		$287K Buy
+13,452
New +$281K ﹤0.01% 447

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its UBS Group (UBS) stake by 16% in Q2 2026, buying an estimated $338K and bringing the position to 54,506 shares worth $2.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Wealth Enhancement Advisory Services first reported a position in UBS in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.25M in Q4 2025. 155 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 54,506 shares of UBS Group worth $2.84M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,419 UBS Group shares in Q2 2026, an estimated $338K.
  • UBS Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1355 holding.
  • Wealth Enhancement Advisory Services first reported a position in UBS Group in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's UBS Group position peaked at $6.25M in Q4 2025.
  • 155 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

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