IPW
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Impact Partnership Wealth’s Assurant AIZ Stock Holding History

Impact Partnership 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 		$875K Buy
3,257
+737
+29% +$180K 0.09% 153
2026
Q1 		$549K Buy
+2,520
New +$575K 0.07% 188
2025
Q3 		– Sell
-2,045
Closed -$404K – 310
2025
Q2 		$404K Buy
2,045
+766
+60% +$151K 0.07% 171
2025
Q1 		$268K Buy
1,279
+148
+13% +$30.9K 0.06% 187
2024
Q4 		$241K Buy
+1,131
New +$235K 0.05% 242
2024
Q2 		– Sell
-2
Closed -$376 – 229
2024
Q1 		$376 Sell
2
-618
-100% -$108K ﹤0.01% 665
2023
Q4 		$104K Buy
+620
New +$98.6K 0.04% 240

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

Impact Partnership Wealth's AIZ Position: Q2 2026 in Review

Impact Partnership Wealth increased its Assurant (AIZ) stake by 29% in Q2 2026, buying an estimated $180K and bringing the position to 3,257 shares worth $875K. The position accounts for 0.09% of the portfolio, ranked #153.

Impact Partnership Wealth first reported a position in AIZ in Q4 2023 and has held it in 7 quarters since. 608 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Impact Partnership Wealth held 3,257 shares of Assurant worth $875K as of Q2 2026.
  • Impact Partnership Wealth bought 737 Assurant shares in Q2 2026, an estimated $180K.
  • Assurant made up 0.09% of Impact Partnership Wealth's portfolio in Q2 2026, its #153 holding.
  • Impact Partnership Wealth first reported a position in Assurant in Q4 2023 and has held it in 7 quarters since.
  • 608 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.