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

Wealth Enhancement Trust 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	$26	Buy	+1	New	+$25	﹤0.01%	1487

Other funds holding HRTG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Quartz Partners Saratoga Springs, New York $305M AUM 25.19% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Heritage Insurance Holdings (HRTG) in Q2 2026: 1 share worth $26. The stake represents ﹤0.01% of the portfolio and ranks #1487 among its holdings.

98 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

Wealth Enhancement Trust Services held 1 share of Heritage Insurance Holdings worth $26 as of Q2 2026.
Heritage Insurance Holdings was a new Wealth Enhancement Trust Services position in Q2 2026.
Heritage Insurance Holdings made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1487 holding.
98 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

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