Arista Wealth Management’s Assurant AIZ Stock Holding History

Arista Wealth Management’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
2025 Q4	–	Sell	-1,064	Closed	-$230K	–	249
2025 Q3	$230K	Buy	+1,064	New	+$216K	0.03%	237

Other funds holding AIZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Arista Wealth Management's AIZ Position: Q4 2025 in Review

Arista Wealth Management sold out of Assurant (AIZ) in Q4 2025, closing a stake of 1,064 shares — an estimated $230K sold.

Arista Wealth Management first reported a position in AIZ in Q3 2025 and held it in 1 quarter. The position peaked at $230K in Q3 2025. 566 funds tracked by Wall St. Rank hold AIZ as of Q4 2025.

Arista Wealth Management reported no remaining Assurant position as of Q4 2025 after selling out during the quarter.
Arista Wealth Management sold 1,064 Assurant shares in Q4 2025, an estimated $230K.
Arista Wealth Management first reported a position in Assurant in Q3 2025 and held it in 1 quarter.
Arista Wealth Management's Assurant position peaked at $230K in Q3 2025.
566 funds tracked by Wall St. Rank held Assurant as of Q4 2025.

Based on Arista Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.