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Stratos Wealth Partners’s Hartford Financial Services HIG Stock Holding History

Stratos Wealth Partners’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
Q1 		$998K Buy
7,381
+107
+1% +$14.6K 0.01% 795
2025
Q4 		$1M Buy
7,274
+64
+0.9% +$8.45K 0.01% 768
2025
Q3 		$962K Buy
7,210
+4,996
+226% +$641K 0.01% 768
2025
Q2 		$281K Sell
2,214
-132
-6% -$16.4K ﹤0.01% 1167
2025
Q1 		$290K Sell
2,346
-228
-9% -$26.1K ﹤0.01% 1112
2024
Q4 		$282K Buy
2,574
+144
+6% +$16.7K ﹤0.01% 1171
2024
Q3 		$286K Buy
2,430
+191
+9% +$20.9K ﹤0.01% 1174
2024
Q2 		$225K Sell
2,239
-258
-10% -$25.9K ﹤0.01% 1222
2024
Q1 		$257K Sell
2,497
-60
-2% -$5.5K ﹤0.01% 1164
2023
Q4 		$206K Buy
+2,557
New +$193K ﹤0.01% 1264
2023
Q1 		– Sell
-3,264
Closed -$248K – 1164
2022
Q4 		$248K Sell
3,264
-1,997
-38% -$144K 0.01% 965
2022
Q3 		$326K Sell
5,261
-486
-8% -$31.6K 0.01% 827
2022
Q2 		$376K Buy
5,747
+94
+2% +$6.59K 0.01% 835
2022
Q1 		$406K Buy
5,653
+666
+13% +$47K 0.01% 887
2021
Q4 		$344K Buy
4,987
+611
+14% +$43.1K 0.01% 954
2021
Q3 		$307K Buy
4,376
+21
+0.5% +$1.39K 0.01% 938
2021
Q2 		$270K Buy
4,355
+3
+0.1% +$197 0.01% 1014
2021
Q1 		$291K Buy
4,352
+4
+0.1% +$216 0.01% 895
2020
Q4 		$213K Buy
+4,348
New +$188K 0.01% 978
2020
Q1 		– Sell
-4,501
Closed -$274K – 966
2019
Q4 		$274K Sell
4,501
-197
-4% -$11.8K 0.01% 784
2019
Q3 		$285K Buy
4,698
+3
+0.1% +$176 0.01% 743
2019
Q2 		$262K Sell
4,695
-207
-4% -$10.9K 0.01% 775
2019
Q1 		$244K Buy
4,902
+185
+4% +$8.79K 0.01% 791
2018
Q4 		$210K Sell
4,717
-720
-13% -$32.4K 0.01% 782
2018
Q3 		$272K Sell
5,437
-196
-3% -$10.1K 0.01% 746
2018
Q2 		$288K Buy
5,633
+2
+0% +$105 0.01% 762
2018
Q1 		$290K Buy
5,631
+791
+16% +$43.3K 0.01% 738
2017
Q4 		$272K Buy
4,840
+368
+8% +$20.5K 0.01% 742
2017
Q3 		$248K Sell
4,472
-2,054
-31% -$112K 0.01% 767
2017
Q2 		$343K Buy
6,526
+144
+2% +$7.14K 0.02% 590
2017
Q1 		$307K Buy
6,382
+947
+17% +$45.8K 0.02% 574
2016
Q4 		$259K Sell
5,435
-1,328
-20% -$60.9K 0.02% 559
2016
Q3 		$290K Buy
6,763
+874
+15% +$36.6K 0.02% 501
2016
Q2 		$261K Buy
5,889
+928
+19% +$41.4K 0.02% 490
2016
Q1 		$229K Buy
4,961
+57
+1% +$2.4K 0.02% 478
2015
Q4 		$213K Sell
4,904
-1,748
-26% -$80.1K 0.02% 504
2015
Q3 		$305K Buy
6,652
+1,340
+25% +$61.9K 0.04% 368
2015
Q2 		$221K Sell
5,312
-546
-9% -$22.8K 0.03% 445
2015
Q1 		$245K Sell
5,858
-278
-5% -$11.4K 0.03% 484
2014
Q4 		$256K Buy
+6,136
New +$243K 0.05% 388

Other funds holding HIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Stratos Wealth Partners's HIG Position: Q1 2026 in Review

Stratos Wealth Partners increased its Hartford Financial Services (HIG) stake by 1.5% in Q1 2026, buying an estimated $14.6K and bringing the position to 7,381 shares worth $998K. The position accounts for 0.01% of the portfolio, ranked #795.

Stratos Wealth Partners first reported a position in HIG in Q4 2014 and has held it in 40 quarters since. The position peaked at $1M in Q4 2025. 1,185 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Stratos Wealth Partners held 7,381 shares of Hartford Financial Services worth $998K as of Q1 2026.
  • Stratos Wealth Partners bought 107 Hartford Financial Services shares in Q1 2026, an estimated $14.6K.
  • Hartford Financial Services made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #795 holding.
  • Stratos Wealth Partners first reported a position in Hartford Financial Services in Q4 2014 and has held it in 40 quarters since.
  • Stratos Wealth Partners's Hartford Financial Services position peaked at $1M in Q4 2025.
  • 1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.