APP
SLDE

Avantax Planning Partners’s Slide Insurance Holdings SLDE Stock Holding History

Avantax Planning Partners’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 		– Sell
-119,029
Closed -$2.14M – 477
2026
Q1 		$2.14M Sell
119,029
-49,339
-29% -$864K 0.06% 131
2025
Q4 		$3.28M Buy
168,368
+149,918
+813% +$2.5M 0.09% 111
2025
Q3 		$291K Buy
+18,450
New +$303K 0.01% 358

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Capital World Investors
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Arrowstreet Capital
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Vanguard Capital Management
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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

Avantax Planning Partners's SLDE Position: Q2 2026 in Review

Avantax Planning Partners sold out of Slide Insurance Holdings (SLDE) in Q2 2026, closing a stake of 119,029 shares — an estimated $2.14M sold.

Avantax Planning Partners first reported a position in SLDE in Q3 2025 and held it in 3 quarters. The position peaked at $3.28M in Q4 2025. 218 funds tracked by Wall St. Rank hold SLDE as of Q2 2026.

  • Avantax Planning Partners reported no remaining Slide Insurance Holdings position as of Q2 2026 after selling out during the quarter.
  • Avantax Planning Partners sold 119,029 Slide Insurance Holdings shares in Q2 2026, an estimated $2.14M.
  • Avantax Planning Partners first reported a position in Slide Insurance Holdings in Q3 2025 and held it in 3 quarters.
  • Avantax Planning Partners's Slide Insurance Holdings position peaked at $3.28M in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Slide Insurance Holdings as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.