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

Wealth Enhancement Trust 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 		$104K Buy
784
+123
+19% +$16.4K 0.01% 363
2026
Q1 		$89.4K Sell
661
-25
-4% -$3.41K 0.01% 360
2025
Q4 		$94.5K Buy
+686
New +$90.5K 0.01% 331

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Hartford Financial Services (HIG) stake by 19% in Q2 2026, buying an estimated $16.4K and bringing the position to 784 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #363.

Wealth Enhancement Trust Services first reported a position in HIG in Q4 2025 and has held it in 3 quarters since. 901 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Wealth Enhancement Trust Services held 784 shares of Hartford Financial Services worth $104K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 123 Hartford Financial Services shares in Q2 2026, an estimated $16.4K.
  • Hartford Financial Services made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #363 holding.
  • Wealth Enhancement Trust Services first reported a position in Hartford Financial Services in Q4 2025 and has held it in 3 quarters since.
  • 901 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

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