Wealth Enhancement Advisory Services
AIZ icon

Wealth Enhancement Advisory Services’s Assurant AIZ Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AIZ Stock Details AIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.75M Buy
6,260
+1,363
+28% +$332K ﹤0.01% 1669
2026
Q1 		$1.07M Sell
4,897
-79
-2% -$18K ﹤0.01% 1747
2025
Q4 		$1.17M Buy
4,976
+479
+11% +$107K ﹤0.01% 1839
2025
Q3 		$973K Sell
4,497
-390
-8% -$79.1K ﹤0.01% 1887
2025
Q2 		$946K Sell
4,887
-1,248
-20% -$245K ﹤0.01% 1786
2025
Q1 		$1.29M Buy
6,135
+101
+2% +$21.1K ﹤0.01% 1480
2024
Q4 		$1.29M Buy
6,034
+1,584
+36% +$330K ﹤0.01% 1414
2024
Q3 		$885K Buy
4,450
+1,570
+55% +$286K ﹤0.01% 1474
2024
Q2 		$479K Sell
2,880
-3,493
-55% -$606K ﹤0.01% 1674
2024
Q1 		$1.2M Buy
6,373
+73
+1% +$12.7K ﹤0.01% 1157
2023
Q4 		$1.06M Sell
6,300
-104
-2% -$16.5K ﹤0.01% 1148
2023
Q3 		$919K Buy
+6,404
New +$877K ﹤0.01% 1137
2022
Q4 		– Sell
-28,192
Closed -$4.16M – 318
2022
Q3 		$4.16M Buy
+28,192
New +$4.6M 0.06% 127
2021
Q3 		– Sell
-7,826
Closed -$1.22M – 288
2021
Q2 		$1.22M Buy
+7,826
New +$1.22M 0.02% 184
2016
Q3 		– Sell
-16,570
Closed -$1.43M – 136
2016
Q2 		$1.43M Buy
+16,570
New +$1.39M 0.26% 62

Other funds holding AIZ

OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services's AIZ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Assurant (AIZ) stake by 28% in Q2 2026, buying an estimated $332K and bringing the position to 6,260 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Wealth Enhancement Advisory Services first reported a position in AIZ in Q2 2016 and has held it in 15 quarters since. The position peaked at $4.16M in Q3 2022. 89 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 6,260 shares of Assurant worth $1.75M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,363 Assurant shares in Q2 2026, an estimated $332K.
  • Assurant made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1669 holding.
  • Wealth Enhancement Advisory Services first reported a position in Assurant in Q2 2016 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Assurant position peaked at $4.16M in Q3 2022.
  • 89 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.