AWM
SLDE

Accurate Wealth Management’s Slide Insurance Holdings SLDE Stock Holding History

Accurate Wealth Management’s Portfolio SLDE Stock Details SLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$325K Sell
15,305
-7,393
-33% -$134K 0.03% 440
2026
Q1 		$409K Sell
22,698
-139
-0.6% -$2.43K 0.05% 355
2025
Q4 		$413K Buy
+22,837
New +$381K 0.05% 340

Other funds holding SLDE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

Accurate Wealth Management's SLDE Position: Q2 2026 in Review

Accurate Wealth Management reduced its Slide Insurance Holdings (SLDE) stake by 33% in Q2 2026, selling an estimated $134K and leaving 15,305 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #440.

Accurate Wealth Management first reported a position in SLDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $413K in Q4 2025. 218 funds tracked by Wall St. Rank hold SLDE as of Q2 2026.

  • Accurate Wealth Management held 15,305 shares of Slide Insurance Holdings worth $325K as of Q2 2026.
  • Accurate Wealth Management sold 7,393 Slide Insurance Holdings shares in Q2 2026, an estimated $134K.
  • Slide Insurance Holdings made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #440 holding.
  • Accurate Wealth Management first reported a position in Slide Insurance Holdings in Q4 2025 and has held it in 3 quarters since.
  • Accurate Wealth Management's Slide Insurance Holdings position peaked at $413K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Slide Insurance Holdings as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.