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Guardian Wealth Advisors (North Carolina)’s Hartford Financial Services HIG Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio HIG Stock Details HIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232K Buy
1,751
+19
+1% +$2.54K 0.01% 354
2026
Q1 		$234K Sell
1,732
-4
-0.2% -$546 0.01% 321
2025
Q4 		$239K Sell
1,736
-11
-0.6% -$1.45K 0.01% 332
2025
Q3 		$233K Buy
1,747
+21
+1% +$2.69K 0.02% 323
2025
Q2 		$219K Buy
1,726
+47
+3% +$5.84K 0.02% 317
2025
Q1 		$208K Buy
+1,679
New +$193K 0.02% 306

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Guardian Wealth Advisors (North Carolina)'s HIG Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Hartford Financial Services (HIG) stake by 1.1% in Q2 2026, buying an estimated $2.54K and bringing the position to 1,751 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #354.

Guardian Wealth Advisors (North Carolina) first reported a position in HIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $239K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,751 shares of Hartford Financial Services worth $232K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 19 Hartford Financial Services shares in Q2 2026, an estimated $2.54K.
  • Hartford Financial Services made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #354 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Hartford Financial Services in Q1 2025 and has held it in 6 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Hartford Financial Services position peaked at $239K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.