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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 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
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 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. 25 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.
  • 25 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.