WEALTH ENHANCEMENT ADVISORY SERVICES, LLC OMI β€” OWENS & MINOR INC NEW

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  Β·  3 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported OWENS & MINOR INC NEW (OMI) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. The latest visible filing shows OMI 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OMI 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 OWENS & MINOR INC NEW, 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 Q2

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

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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.

OMI stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held OMI β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 19,022 +7,974 +72.2% 0.00% $65K 2026-07-15 $3.04
2025 Q4 REDUCED β€” β€” β€” 11,048 -50,257 -82.0% 0.00% $21K 2026-01-08 $2.36
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding OMI

As of 2026 Q2 β€” sorted by position size

Williams & Novak, LLC 0.09% Plancorp, LLC 3Y 7Y 0.01% MILESTONE ASSET MANAGEMENT, LLC 3Y 0.01% GAMMA Investing LLC 0.0%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and OMI

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 OMI?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported OMI across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

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

The largest reported portfolio weight for OMI was 0.00% in 2026 Q2.

What is the latest reported OMI position on this page?

The most recent filing on this page is 2026 Q2, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 19,022 shares, equal to 0.00% of portfolio, with an estimated market value of $65K.

What does the chart on this OMI ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly OMI 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.

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