IW
SLDE

Instrumental Wealth’s Slide Insurance Holdings SLDE Stock Holding History

Instrumental Wealth’s Portfolio SLDE Stock Details SLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-14,705
Closed -$265K – 94
2026
Q1 		$265K Hold
14,705
– – 0.16% 55
2025
Q4 		$287K Hold
14,705
– – 0.17% 48
2025
Q3 		$233K Hold
14,705
– – 0.16% 60
2025
Q2 		$272K Buy
+14,705
New +$317K 0.22% 46

Other funds holding SLDE

FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Instrumental Wealth's SLDE Position: Q2 2026 in Review

Instrumental Wealth sold out of Slide Insurance Holdings (SLDE) in Q2 2026, closing a stake of 14,705 shares — an estimated $265K sold.

Instrumental Wealth first reported a position in SLDE in Q2 2025 and held it in 4 quarters. The position peaked at $287K in Q4 2025. 8 funds tracked by Wall St. Rank hold SLDE as of Q2 2026.

  • Instrumental Wealth reported no remaining Slide Insurance Holdings position as of Q2 2026 after selling out during the quarter.
  • Instrumental Wealth sold 14,705 Slide Insurance Holdings shares in Q2 2026, an estimated $265K.
  • Instrumental Wealth first reported a position in Slide Insurance Holdings in Q2 2025 and held it in 4 quarters.
  • Instrumental Wealth's Slide Insurance Holdings position peaked at $287K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Slide Insurance Holdings as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.