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Coldstream Capital Management’s Hagerty HGTY Stock Holding History

Coldstream Capital Management’s Portfolio HGTY Stock Details HGTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-56
Closed -$507 – 2061
2025
Q1 		$507 Buy
+56
New +$543 ﹤0.01% 3348

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Coldstream Capital Management's HGTY Position: Q2 2025 in Review

Coldstream Capital Management sold out of Hagerty (HGTY) in Q2 2025, closing a stake of 56 shares — an estimated $507 sold.

Coldstream Capital Management first reported a position in HGTY in Q1 2025 and held it in 1 quarter. The position peaked at $507 in Q1 2025. 89 funds tracked by Wall St. Rank hold HGTY as of Q2 2025.

  • Coldstream Capital Management reported no remaining Hagerty position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 56 Hagerty shares in Q2 2025, an estimated $507.
  • Coldstream Capital Management first reported a position in Hagerty in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Hagerty position peaked at $507 in Q1 2025.
  • 89 funds tracked by Wall St. Rank held Hagerty as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.