OWA
SLDE

Opal Wealth Advisors’s Slide Insurance Holdings SLDE Stock Holding History

Opal Wealth Advisors’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
2025
Q3 		– Sell
-2,469
Closed -$53.5K – 574
2025
Q2 		$53.5K Buy
+2,469
New +$53.2K 0.01% 368

Other funds holding SLDE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Opal Wealth Advisors's SLDE Position: Q3 2025 in Review

Opal Wealth Advisors sold out of Slide Insurance Holdings (SLDE) in Q3 2025, closing a stake of 2,469 shares — an estimated $53.5K sold.

Opal Wealth Advisors first reported a position in SLDE in Q2 2025 and held it in 1 quarter. The position peaked at $53.5K in Q2 2025. 111 funds tracked by Wall St. Rank hold SLDE as of Q3 2025.

  • Opal Wealth Advisors reported no remaining Slide Insurance Holdings position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 2,469 Slide Insurance Holdings shares in Q3 2025, an estimated $53.5K.
  • Opal Wealth Advisors first reported a position in Slide Insurance Holdings in Q2 2025 and held it in 1 quarter.
  • Opal Wealth Advisors's Slide Insurance Holdings position peaked at $53.5K in Q2 2025.
  • 111 funds tracked by Wall St. Rank held Slide Insurance Holdings as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.