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United Financial Planning Group’s Hartford Financial Services HIG Stock Holding History

United Financial Planning Group’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
Q2 		– Sell
-19
Closed -$2.57K – 497
2026
Q1 		$2.57K Sell
19
-238
-93% -$32.5K ﹤0.01% 411
2025
Q4 		$35.4K Buy
257
+38
+17% +$5.01K 0.02% 108
2025
Q3 		$29.2K Buy
+219
New +$28.1K 0.02% 104

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

United Financial Planning Group's HIG Position: Q2 2026 in Review

United Financial Planning Group sold out of Hartford Financial Services (HIG) in Q2 2026, closing a stake of 19 shares — an estimated $2.57K sold.

United Financial Planning Group first reported a position in HIG in Q3 2025 and held it in 3 quarters. The position peaked at $35.4K in Q4 2025. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • United Financial Planning Group reported no remaining Hartford Financial Services position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 19 Hartford Financial Services shares in Q2 2026, an estimated $2.57K.
  • United Financial Planning Group first reported a position in Hartford Financial Services in Q3 2025 and held it in 3 quarters.
  • United Financial Planning Group's Hartford Financial Services position peaked at $35.4K in Q4 2025.
  • 1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.