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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
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

Other funds holding SLDE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Planning Partners's SLDE Position: Q1 2026 in Review

Avantax Planning Partners reduced its Slide Insurance Holdings (SLDE) stake by 29% in Q1 2026, selling an estimated $864K and leaving 119,029 shares worth $2.14M. The position accounts for 0.06% of the portfolio, ranked #131.

Avantax Planning Partners first reported a position in SLDE in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.28M in Q4 2025. 186 funds tracked by Wall St. Rank hold SLDE as of Q1 2026.

  • Avantax Planning Partners held 119,029 shares of Slide Insurance Holdings worth $2.14M as of Q1 2026.
  • Avantax Planning Partners sold 49,339 Slide Insurance Holdings shares in Q1 2026, an estimated $864K.
  • Slide Insurance Holdings made up 0.06% of Avantax Planning Partners's portfolio in Q1 2026, its #131 holding.
  • Avantax Planning Partners first reported a position in Slide Insurance Holdings in Q3 2025 and has held it in 3 quarters since.
  • Avantax Planning Partners's Slide Insurance Holdings position peaked at $3.28M in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Slide Insurance Holdings as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.