Envestnet Portfolio Solutions
AIZ icon

Envestnet Portfolio Solutions’s Assurant AIZ Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		$219K Sell
1,005
-310
-24% -$70.7K ﹤0.01% 1243
2025
Q4 		$317K Buy
1,315
+73
+6% +$16.3K ﹤0.01% 1253
2025
Q3 		$269K Sell
1,242
-242
-16% -$49.1K ﹤0.01% 1301
2025
Q2 		$293K Sell
1,484
-376
-20% -$73.9K ﹤0.01% 1349
2025
Q1 		$390K Sell
1,860
-319
-15% -$66.6K ﹤0.01% 1157
2024
Q4 		$465K Buy
2,179
+533
+32% +$111K ﹤0.01% 1283
2024
Q3 		$327K Buy
1,646
+176
+12% +$32.1K ﹤0.01% 1404
2024
Q2 		$244K Sell
1,470
-3,977
-73% -$690K ﹤0.01% 1488
2024
Q1 		$1.03M Buy
5,447
+550
+11% +$95.8K ﹤0.01% 833
2023
Q4 		$825K Buy
+4,897
New +$778K ﹤0.01% 848

Other funds holding AIZ

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Envestnet Portfolio Solutions's AIZ Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Assurant (AIZ) stake by 24% in Q1 2026, selling an estimated $70.7K and leaving 1,005 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Envestnet Portfolio Solutions first reported a position in AIZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.03M in Q1 2024. 579 funds tracked by Wall St. Rank hold AIZ as of Q1 2026.

  • Envestnet Portfolio Solutions held 1,005 shares of Assurant worth $219K as of Q1 2026.
  • Envestnet Portfolio Solutions sold 310 Assurant shares in Q1 2026, an estimated $70.7K.
  • Assurant made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #1243 holding.
  • Envestnet Portfolio Solutions first reported a position in Assurant in Q4 2023 and has held it in 10 quarters since.
  • Envestnet Portfolio Solutions's Assurant position peaked at $1.03M in Q1 2024.
  • 579 funds tracked by Wall St. Rank held Assurant as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.