Wealth Enhancement Advisory Services
UVE icon

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
Q3 		$275K Buy
5,865
+467
+9% +$19.9K ﹤0.01% 3442
2026
Q2 		$228K Buy
+5,398
New +$203K ﹤0.01% 3469

Other funds holding UVE

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Universal Insurance Holdings (UVE) stake by 8.7% in Q3 2026, buying an estimated $19.9K and bringing the position to 5,865 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #3442.

Wealth Enhancement Advisory Services first reported a position in UVE in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold UVE as of Q3 2026.

  • Wealth Enhancement Advisory Services held 5,865 shares of Universal Insurance Holdings worth $275K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 467 Universal Insurance Holdings shares in Q3 2026, an estimated $19.9K.
  • Universal Insurance Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3442 holding.
  • Wealth Enhancement Advisory Services first reported a position in Universal Insurance Holdings in Q2 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2026.

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