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
Q2 		$381K Buy
1,417
+412
+41% +$100K ﹤0.01% 1088
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

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's AIZ Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Assurant (AIZ) stake by 41% in Q2 2026, buying an estimated $100K and bringing the position to 1,417 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Envestnet Portfolio Solutions first reported a position in AIZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q1 2024. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Envestnet Portfolio Solutions held 1,417 shares of Assurant worth $381K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 412 Assurant shares in Q2 2026, an estimated $100K.
  • Assurant made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1088 holding.
  • Envestnet Portfolio Solutions first reported a position in Assurant in Q4 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's Assurant position peaked at $1.03M in Q1 2024.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.