BWM
SLDE

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

Bullock 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 		– Sell
-300
Closed -$5.37K – 647
2026
Q1 		$5.37K Hold
300
– – ﹤0.01% 496
2025
Q4 		$5.84K Buy
+300
New +$5K ﹤0.01% 460

Other funds holding SLDE

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Vanguard Portfolio Management
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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

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

Bullock Wealth Management sold out of Slide Insurance Holdings (SLDE) in Q2 2026, closing a stake of 300 shares — an estimated $5.37K sold.

Bullock Wealth Management first reported a position in SLDE in Q4 2025 and held it in 2 quarters. The position peaked at $5.84K in Q4 2025. 218 funds tracked by Wall St. Rank hold SLDE as of Q2 2026.

  • Bullock Wealth Management reported no remaining Slide Insurance Holdings position as of Q2 2026 after selling out during the quarter.
  • Bullock Wealth Management sold 300 Slide Insurance Holdings shares in Q2 2026, an estimated $5.37K.
  • Bullock Wealth Management first reported a position in Slide Insurance Holdings in Q4 2025 and held it in 2 quarters.
  • Bullock Wealth Management's Slide Insurance Holdings position peaked at $5.84K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Slide Insurance Holdings as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.