Aaron Wealth Advisors’s Assurant AIZ Stock Holding History

Aaron Wealth Advisors’s Portfolio AIZ Stock Details AIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-933	Closed	-$203K	–	694
2026 Q1	$203K	Sell	933 -47	-5%	-$10.7K	0.01%	672
2025 Q4	$236K	Buy	+980	New	+$219K	0.01%	629

Other funds holding AIZ

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aaron Wealth Advisors's AIZ Position: Q2 2026 in Review

Aaron Wealth Advisors sold out of Assurant (AIZ) in Q2 2026, closing a stake of 933 shares — an estimated $203K sold.

Aaron Wealth Advisors first reported a position in AIZ in Q4 2025 and held it in 2 quarters. The position peaked at $236K in Q4 2025. 606 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

Aaron Wealth Advisors reported no remaining Assurant position as of Q2 2026 after selling out during the quarter.
Aaron Wealth Advisors sold 933 Assurant shares in Q2 2026, an estimated $203K.
Aaron Wealth Advisors first reported a position in Assurant in Q4 2025 and held it in 2 quarters.
Aaron Wealth Advisors's Assurant position peaked at $236K in Q4 2025.
606 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.