Wealth Enhancement Advisory Services
SLDE

Wealth Enhancement Advisory Services’s Slide Insurance Holdings SLDE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SLDE Stock Details SLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-47,987
Closed -$772K – 3836
2025
Q3 		$772K Sell
47,987
-5,455
-10% -$89.4K ﹤0.01% 2032
2025
Q2 		$1.11M Buy
+53,442
New +$1.15M ﹤0.01% 1687

Other funds holding SLDE

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wealth Enhancement Advisory Services's SLDE Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of Slide Insurance Holdings (SLDE) in Q4 2025, closing a stake of 47,987 shares — an estimated $772K sold.

Wealth Enhancement Advisory Services first reported a position in SLDE in Q2 2025 and held it in 2 quarters. The position peaked at $1.11M in Q2 2025. 165 funds tracked by Wall St. Rank hold SLDE as of Q4 2025.

  • Wealth Enhancement Advisory Services reported no remaining Slide Insurance Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 47,987 Slide Insurance Holdings shares in Q4 2025, an estimated $772K.
  • Wealth Enhancement Advisory Services first reported a position in Slide Insurance Holdings in Q2 2025 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Slide Insurance Holdings position peaked at $1.11M in Q2 2025.
  • 165 funds tracked by Wall St. Rank held Slide Insurance Holdings as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.