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
Q3 		$538K Buy
15,264
+3,640
+31% +$115K ﹤0.01% 2740
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 $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Wealth Enhancement Advisory Services's HRTG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Heritage Insurance Holdings (HRTG) stake by 31% in Q3 2026, buying an estimated $115K and bringing the position to 15,264 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #2740.

Wealth Enhancement Advisory Services first reported a position in HRTG in Q3 2025 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold HRTG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 15,264 shares of Heritage Insurance Holdings worth $538K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 3,640 Heritage Insurance Holdings shares in Q3 2026, an estimated $115K.
  • Heritage Insurance Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2740 holding.
  • Wealth Enhancement Advisory Services first reported a position in Heritage Insurance Holdings in Q3 2025 and has held it in 5 quarters since.
  • 154 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.