Wealth Enhancement Advisory Services
UDMY

Wealth Enhancement Advisory Services’s Udemy UDMY Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio UDMY Stock Details UDMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-46,351
Closed -$217K – 4230
2026
Q1 		$217K Buy
46,351
+30,763
+197% +$152K ﹤0.01% 3078
2025
Q4 		$89.2K Sell
15,588
-12,954
-45% -$75.5K ﹤0.01% 3456
2025
Q3 		$185K Buy
28,542
+6,188
+28% +$43.4K ﹤0.01% 3167
2025
Q2 		$156K Buy
+22,354
New +$154K ﹤0.01% 3059

Other funds holding UDMY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of Udemy (UDMY) in Q2 2026, closing a stake of 46,351 shares — an estimated $217K sold.

Wealth Enhancement Advisory Services first reported a position in UDMY in Q2 2025 and held it in 4 quarters. The position peaked at $217K in Q1 2026. 1 fund tracked by Wall St. Rank holds UDMY as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Udemy position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 46,351 Udemy shares in Q2 2026, an estimated $217K.
  • Wealth Enhancement Advisory Services first reported a position in Udemy in Q2 2025 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Udemy position peaked at $217K in Q1 2026.
  • 1 fund tracked by Wall St. Rank held Udemy as of Q2 2026.

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