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Raffa Wealth Management’s Hagerty HGTY Stock Holding History

Raffa Wealth Management’s Portfolio HGTY Stock Details HGTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1
Closed -$11 – 1635
2026
Q1 		$11 Buy
+1
New +$12 ﹤0.01% 1504

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Raffa Wealth Management's HGTY Position: Q2 2026 in Review

Raffa Wealth Management sold out of Hagerty (HGTY) in Q2 2026, closing a stake of 1 share — an estimated $11 sold.

Raffa Wealth Management first reported a position in HGTY in Q1 2026 and held it in 1 quarter. The position peaked at $11 in Q1 2026. 119 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Raffa Wealth Management reported no remaining Hagerty position as of Q2 2026 after selling out during the quarter.
  • Raffa Wealth Management sold 1 Hagerty share in Q2 2026, an estimated $11.
  • Raffa Wealth Management first reported a position in Hagerty in Q1 2026 and held it in 1 quarter.
  • Raffa Wealth Management's Hagerty position peaked at $11 in Q1 2026.
  • 119 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.