WEALTH ENHANCEMENT ADVISORY SERVICES, LLC NUS — NU SKIN ENTERPRISES INC

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

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported NU SKIN ENTERPRISES INC (NUS) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows NUS 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 NUS 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 NU SKIN ENTERPRISES 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

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

High-water mark
Peak Conviction
0.0% in 2026 Q1

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.

NUS stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held NUS — position size vs. price
% of Fund (quarterly)    NUS 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 ADDED — — — 25,459 +3,442 +15.6% 0.00% $189K 2026-04-08 $7.57
2025 Q4 ADDED — — — 22,017 +2,587 +13.3% 0.00% $226K 2026-01-08 $10.25
2025 Q3 ADDED — — — 19,430 +5,780 +42.3% 0.00% $216K 2025-10-29 $10.51
2025 Q2 REDUCED 16.1% +52.0% ❌ 13,650 -2,610 -16.1% 0.00% $122K 2025-07-10 $9.17
2025 Q1 INITIATED — — — 16,260 — — 0.00% $118K 2025-04-16 $5.47

🏢 Other funds also holding NUS

As of 2026 Q1 — sorted by position size

SummerHaven Investment Management, LLC 3Y 0.34% Inspire Investing, LLC 3Y 7Y 0.04% CWA Asset Management Group, LLC 3Y 7Y 0.02% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.02% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.02% One Wealth Advisors, LLC 3Y 7Y 0.01% STRS OHIO 3Y 7Y 0.0% Investors Research Corp 3Y 7Y 0.0% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.0% Family Capital Trust Co 3Y 7Y 0.0%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and NUS

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 NUS?

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

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

The largest reported portfolio weight for NUS was 0.00% in 2026 Q1.

What is the latest reported NUS position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 25,459 shares, equal to 0.00% of portfolio, with an estimated market value of $189K.

What does the chart on this NUS ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly NUS 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 NUS position?

Based on 13F filing dates vs. subsequent NUS price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on NUS relative to SPY over the holding period was +25.2%.

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