TWD
SLDE

True Wealth Design’s Slide Insurance Holdings SLDE Stock Holding History

True Wealth Design’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
2026
Q2 		– Sell
-8
Closed -$144 – 2934
2026
Q1 		$144 Hold
8
– – ﹤0.01% 2396
2025
Q4 		$156 Buy
+8
New +$133 ﹤0.01% 2269

Other funds holding SLDE

FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

True Wealth Design's SLDE Position: Q2 2026 in Review

True Wealth Design sold out of Slide Insurance Holdings (SLDE) in Q2 2026, closing a stake of 8 shares — an estimated $144 sold.

True Wealth Design first reported a position in SLDE in Q4 2025 and held it in 2 quarters. The position peaked at $156 in Q4 2025. 20 funds tracked by Wall St. Rank hold SLDE as of Q2 2026.

  • True Wealth Design reported no remaining Slide Insurance Holdings position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 8 Slide Insurance Holdings shares in Q2 2026, an estimated $144.
  • True Wealth Design first reported a position in Slide Insurance Holdings in Q4 2025 and held it in 2 quarters.
  • True Wealth Design's Slide Insurance Holdings position peaked at $156 in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Slide Insurance Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.