Abound Wealth Management’s Starwood Property Trust STWD Stock Holding History

Abound Wealth Management’s Portfolio STWD Stock Details STWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.09K	Hold	250	–	–	﹤0.01%	634
2026 Q1	$4.3K	Hold	250	–	–	﹤0.01%	765
2025 Q4	$4.5K	Hold	250	–	–	﹤0.01%	696
2025 Q3	$4.84K	Hold	250	–	–	﹤0.01%	651
2025 Q2	$5.02K	Sell	250 -1	-0.4%	-$19	﹤0.01%	574
2025 Q1	$4.96K	Buy	251 +1	+0.4%	+$20	﹤0.01%	539
2024 Q4	$4.74K	Hold	250	–	–	﹤0.01%	539
2024 Q3	$5.09K	Hold	250	–	–	﹤0.01%	549
2024 Q2	$4.74K	Hold	250	–	–	﹤0.01%	512
2024 Q1	$5.08K	Hold	250	–	–	﹤0.01%	517
2023 Q4	$5.25K	Hold	250	–	–	﹤0.01%	492
2023 Q3	$4.84K	Hold	250	–	–	﹤0.01%	468
2023 Q2	$4.85K	Hold	250	–	–	﹤0.01%	490
2023 Q1	$4.42K	Hold	250	–	–	﹤0.01%	438
2022 Q4	$4.58K	Hold	250	–	–	﹤0.01%	368
2022 Q3	$4.55K	Buy	+250	New	+$5.66K	﹤0.01%	377

Other funds holding STWD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Abound Wealth Management's STWD Position: Q2 2026 in Review

Abound Wealth Management held its Starwood Property Trust (STWD) position steady in Q2 2026 at 250 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Abound Wealth Management first reported a position in STWD in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.25K in Q4 2023. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

Abound Wealth Management held 250 shares of Starwood Property Trust worth $4.09K as of Q2 2026.
Abound Wealth Management left its Starwood Property Trust share count unchanged in Q2 2026.
Starwood Property Trust made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #634 holding.
Abound Wealth Management first reported a position in Starwood Property Trust in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's Starwood Property Trust position peaked at $5.25K in Q4 2023.
519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.