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Opal Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Opal Wealth Advisors’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 		– Sell
-195
Closed -$26.4K – 378
2026
Q1 		$26.4K Buy
+195
New +$26.6K 0.01% 539
2025
Q3 		– Sell
-171
Closed -$21.7K – 340
2025
Q2 		$21.7K Hold
171
– – 0.01% 553
2025
Q1 		$21.2K Buy
+171
New +$19.6K 0.01% 517
2024
Q3 		– Sell
-46
Closed -$4.63K – 615
2024
Q2 		$4.63K Buy
+46
New +$4.62K ﹤0.01% 820

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

Opal Wealth Advisors's HIG Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Hartford Financial Services (HIG) in Q2 2026, closing a stake of 195 shares — an estimated $26.4K sold.

Opal Wealth Advisors first reported a position in HIG in Q2 2024 and held it in 4 quarters. The position peaked at $26.4K in Q1 2026. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Hartford Financial Services position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 195 Hartford Financial Services shares in Q2 2026, an estimated $26.4K.
  • Opal Wealth Advisors first reported a position in Hartford Financial Services in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Hartford Financial Services position peaked at $26.4K in Q1 2026.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.