DiNuzzo Private Wealth’s Assurant AIZ Stock Holding History

DiNuzzo Private Wealth’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	$3.49K	Hold	13	–	–	﹤0.01%	497
2026 Q1	$2.83K	Hold	13	–	–	﹤0.01%	530
2025 Q4	$3.13K	Hold	13	–	–	﹤0.01%	493
2025 Q3	$2.8K	Hold	13	–	–	﹤0.01%	529
2025 Q2	$2.57K	Hold	13	–	–	﹤0.01%	539
2025 Q1	$2.73K	Hold	13	–	–	﹤0.01%	498
2024 Q4	$2.77K	Hold	13	–	–	﹤0.01%	489
2024 Q3	$2.59K	Hold	13	–	–	﹤0.01%	524
2024 Q2	$2.16K	Buy	13 +2	+18%	+$347	﹤0.01%	494
2024 Q1	$2.07K	Sell	11 -1	-8%	-$174	﹤0.01%	459
2023 Q4	$2.02K	Buy	+12	New	+$1.91K	﹤0.01%	432

Other funds holding AIZ

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return