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Destiny Wealth Partners’s Assurant AIZ Stock Holding History

Destiny Wealth Partners’s Portfolio AIZ Stock Details AIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-19
Closed -$4.14K – 213
2026
Q1 		$4.14K Buy
+19
New +$4.33K ﹤0.01% 1004
2022
Q3 		– Sell
-1,259
Closed -$218K – 570
2022
Q2 		$218K Buy
1,259
+719
+133% +$130K 0.05% 170
2022
Q1 		$98K Buy
540
+161
+42% +$26.4K 0.02% 247
2021
Q4 		$59K Buy
379
+21
+6% +$3.33K 0.01% 300
2021
Q3 		$56K Buy
+358
New +$57.8K 0.01% 267

Other funds holding AIZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Destiny Wealth Partners's AIZ Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Assurant (AIZ) in Q2 2026, closing a stake of 19 shares — an estimated $4.14K sold.

Destiny Wealth Partners first reported a position in AIZ in Q3 2021 and held it in 5 quarters. The position peaked at $218K in Q2 2022. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Assurant position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 19 Assurant shares in Q2 2026, an estimated $4.14K.
  • Destiny Wealth Partners first reported a position in Assurant in Q3 2021 and held it in 5 quarters.
  • Destiny Wealth Partners's Assurant position peaked at $218K in Q2 2022.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.