WEALTH ENHANCEMENT ADVISORY SERVICES, LLC LXRX — LEXICON PHARMACEUTICALS INC

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  5 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported LEXICON PHARMACEUTICALS INC (LXRX) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows LXRX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LXRX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in LEXICON PHARMACEUTICALS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LXRX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LXRX stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held LXRX — position size vs. price
% of Fund (quarterly)    LXRX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 12,388 -1,132 -8.4% 0.00% $20K 2026-04-08 $1.67
2025 Q4 REDUCED 28.4% +35.6% ❌ 13,520 -5,357 -28.4% 0.00% $15K 2026-01-08 $1.18
2025 Q3 REDUCED 74.6% -13.3% ✅ 18,877 -55,577 -74.6% 0.00% $29K 2025-10-29 $1.33
2025 Q2 ADDED — — — 74,454 +5,247 +7.6% 0.00% $67K 2025-07-10 $1.13
2025 Q1 INITIATED — — — 69,207 — — 0.00% $32K 2025-04-16 $0.50

🏢 Other funds also holding LXRX

As of 2026 Q1 — sorted by position size

R Squared Ltd 0.06% Straight Path Wealth Management 3Y 0.03% Invera Wealth Advisors, LLC 0.02% Compagnie Lombard Odier SCmA 3Y 7Y 0.01% FWG Holdings, LLC 3Y 0.01% KWB Wealth 3Y 0.0% Chemistry Wealth Management LLC 3Y 0.0% WEDBUSH SECURITIES INC 3Y 7Y 0.0% Leonteq Securities AG 0.0% NBT BANK N A /NY 3Y 7Y 0.0%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and LXRX

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning LXRX?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported LXRX across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported LXRX position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for LXRX was 0.00% in 2025 Q2.

What is the latest reported LXRX position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 12,388 shares, equal to 0.00% of portfolio, with an estimated market value of $20K.

What does the chart on this LXRX ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly LXRX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEALTH ENHANCEMENT ADVISORY SERVICES, LLC time their LXRX position?

Based on 13F filing dates vs. subsequent LXRX price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on LXRX relative to SPY over the holding period was +162.4%.

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