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Consultiva Wealth Management’s Hagerty HGTY Stock Holding History

Consultiva Wealth 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
-750
Closed -$6.78K – 269
2025
Q1 		$6.78K Buy
+750
New +$7.27K 0.02% 235

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Consultiva Wealth Management's HGTY Position: Q2 2025 in Review

Consultiva Wealth Management sold out of Hagerty (HGTY) in Q2 2025, closing a stake of 750 shares — an estimated $6.78K sold.

Consultiva Wealth Management first reported a position in HGTY in Q1 2025 and held it in 1 quarter. The position peaked at $6.78K in Q1 2025. 89 funds tracked by Wall St. Rank hold HGTY as of Q2 2025.

  • Consultiva Wealth Management reported no remaining Hagerty position as of Q2 2025 after selling out during the quarter.
  • Consultiva Wealth Management sold 750 Hagerty shares in Q2 2025, an estimated $6.78K.
  • Consultiva Wealth Management first reported a position in Hagerty in Q1 2025 and held it in 1 quarter.
  • Consultiva Wealth Management's Hagerty position peaked at $6.78K in Q1 2025.
  • 89 funds tracked by Wall St. Rank held Hagerty as of Q2 2025.

Based on Consultiva Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.