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

FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 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. 18 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.
  • 18 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.