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Lodestone Wealth Management’s Hartford Financial Services HIG Stock Holding History

Lodestone Wealth Management’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 		$23.5K Hold
177
– – 0.01% 396
2026
Q1 		$23.9K Hold
177
– – 0.01% 391
2025
Q4 		$24.4K Buy
+177
New +$23.4K 0.01% 382

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

Lodestone Wealth Management's HIG Position: Q2 2026 in Review

Lodestone Wealth Management held its Hartford Financial Services (HIG) position steady in Q2 2026 at 177 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #396.

Lodestone Wealth Management first reported a position in HIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.4K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Lodestone Wealth Management held 177 shares of Hartford Financial Services worth $23.5K as of Q2 2026.
  • Lodestone Wealth Management left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #396 holding.
  • Lodestone Wealth Management first reported a position in Hartford Financial Services in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Hartford Financial Services position peaked at $24.4K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.