Wealth Enhancement Advisory Services’s Universal Insurance Holdings UVE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio UVE Stock Details UVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$228K	Buy	+5,398	New	+$203K	﹤0.01%	3469

Other funds holding UVE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in Universal Insurance Holdings (UVE) in Q2 2026: 5,398 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #3469 among its holdings.

222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

Wealth Enhancement Advisory Services held 5,398 shares of Universal Insurance Holdings worth $228K as of Q2 2026.
Universal Insurance Holdings was a new Wealth Enhancement Advisory Services position in Q2 2026.
Universal Insurance Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3469 holding.
222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

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