Wealth Enhancement Advisory Services
HRTG icon

Wealth Enhancement Advisory Services’s Heritage Insurance Holdings HRTG Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio HRTG Stock Details HRTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$326K Sell
11,624
-98
-0.8% -$2.44K ﹤0.01% 3119
2026
Q1 		$307K Buy
11,722
+697
+6% +$18.4K ﹤0.01% 2750
2025
Q4 		$290K Buy
11,025
+1,033
+10% +$27.9K ﹤0.01% 2950
2025
Q3 		$253K Buy
+9,992
New +$227K ﹤0.01% 2927

Other funds holding HRTG

BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Heritage Insurance Holdings (HRTG) stake by 0.84% in Q2 2026, selling an estimated $2.44K and leaving 11,624 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #3119.

Wealth Enhancement Advisory Services first reported a position in HRTG in Q3 2025 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,624 shares of Heritage Insurance Holdings worth $326K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 98 Heritage Insurance Holdings shares in Q2 2026, an estimated $2.44K.
  • Heritage Insurance Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3119 holding.
  • Wealth Enhancement Advisory Services first reported a position in Heritage Insurance Holdings in Q3 2025 and has held it in 4 quarters since.
  • 188 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

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