Wealth Enhancement Advisory Services
HIG icon

Wealth Enhancement Advisory Services’s Hartford Financial Services HIG Stock Holding History

Wealth Enhancement Advisory Services’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 		$39.9M Buy
302,226
+190,229
+170% +$25.4M 0.07% 252
2026
Q1 		$13.7M Sell
111,997
-70,456
-39% -$9.62M 0.03% 498
2025
Q4 		$25M Buy
182,453
+32,846
+22% +$4.33M 0.03% 415
2025
Q3 		$20M Buy
149,607
+23,782
+19% +$3.05M 0.03% 452
2025
Q2 		$15.7M Buy
125,825
+47,919
+62% +$5.96M 0.03% 495
2025
Q1 		$9.64M Sell
77,906
-23,728
-23% -$2.72M 0.02% 594
2024
Q4 		$11.1M Buy
101,634
+27,464
+37% +$3.18M 0.02% 528
2024
Q3 		$8.72M Buy
74,170
+1,178
+2% +$129K 0.02% 553
2024
Q2 		$7.34M Buy
72,992
+11,934
+20% +$1.2M 0.02% 577
2024
Q1 		$6.29M Sell
61,058
-2,103
-3% -$193K 0.02% 605
2023
Q4 		$5.08M Buy
63,161
+3,572
+6% +$269K 0.01% 610
2023
Q3 		$4.23M Buy
+59,589
New +$4.32M 0.01% 625
2020
Q1 		– Sell
-39,797
Closed -$2.42M – 244
2019
Q4 		$2.42M Buy
+39,797
New +$2.39M 0.09% 96
2019
Q2 		– Sell
-47,243
Closed -$2.42M – 227
2019
Q1 		$2.42M Buy
+47,243
New +$2.24M 0.14% 65
2018
Q4 		– Sell
-39,573
Closed -$1.78M – 181
2018
Q3 		$1.78M Sell
39,573
-19,444
-33% -$999K 0.11% 70
2018
Q2 		$3.15M Sell
59,017
-24,080
-29% -$1.26M 0.19% 44
2018
Q1 		$4.32M Buy
83,097
+5,940
+8% +$325K 0.29% 38
2017
Q4 		$4.27M Sell
77,157
-1,412
-2% -$78.8K 0.3% 37
2017
Q3 		$4.37M Buy
78,569
+3,725
+5% +$203K 0.36% 37
2017
Q2 		$3.96M Buy
74,844
+14,005
+23% +$694K 0.37% 41
2017
Q1 		$2.9M Buy
60,839
+18,918
+45% +$916K 0.31% 49
2016
Q4 		$2M Buy
41,921
+13,812
+49% +$633K 0.24% 54
2016
Q3 		$1.24M Buy
+28,109
New +$1.18M 0.18% 76

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 $3.37T AUM 44.26% 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

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

Wealth Enhancement Advisory Services increased its Hartford Financial Services (HIG) stake by 170% in Q2 2026, buying an estimated $25.4M and bringing the position to 302,226 shares worth $39.9M. The position accounts for 0.07% of the portfolio, ranked #252.

Wealth Enhancement Advisory Services first reported a position in HIG in Q3 2016 and has held it in 23 quarters since. 1,197 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 302,226 shares of Hartford Financial Services worth $39.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 190,229 Hartford Financial Services shares in Q2 2026, an estimated $25.4M.
  • Hartford Financial Services made up 0.07% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #252 holding.
  • Wealth Enhancement Advisory Services first reported a position in Hartford Financial Services in Q3 2016 and has held it in 23 quarters since.
  • 1,197 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

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