Physician Wealth Advisors’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
Other funds holding AIZ
Physician Wealth Advisors's AIZ Position: Q2 2026 in Review
Physician Wealth Advisors increased its Assurant (AIZ) stake by 100% in Q2 2026, buying an estimated $2.19K and bringing the position to 18 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.
Physician Wealth Advisors first reported a position in AIZ in Q2 2025 and has held it in 5 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.
- Physician Wealth Advisors held 18 shares of Assurant worth $4.83K as of Q2 2026.
- Physician Wealth Advisors bought 9 Assurant shares in Q2 2026, an estimated $2.19K.
- Assurant made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1117 holding.
- Physician Wealth Advisors first reported a position in Assurant in Q2 2025 and has held it in 5 quarters since.
- 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.
Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.