Addison Advisors’s Neuronetics STIM Stock Holding History

Addison Advisors’s Portfolio STIM Stock Details STIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.35K	Hold	3,000	–	–	﹤0.01%	747
2025 Q4	$4.14K	Hold	3,000	–	–	﹤0.01%	715
2025 Q3	$8.19K	Hold	3,000	–	–	﹤0.01%	652
2025 Q2	$10.5K	Hold	3,000	–	–	﹤0.01%	613
2025 Q1	$11K	Hold	3,000	–	–	﹤0.01%	567
2024 Q4	$4.83K	Hold	3,000	–	–	﹤0.01%	678
2024 Q3	$2.28K	Hold	3,000	–	–	﹤0.01%	730
2024 Q2	$5.4K	Hold	3,000	–	–	﹤0.01%	627
2024 Q1	$14.3K	Hold	3,000	–	–	﹤0.01%	493
2023 Q4	$8.7K	Hold	3,000	–	–	﹤0.01%	528
2023 Q3	$4.05K	Hold	3,000	–	–	﹤0.01%	555
2023 Q2	$6.45K	Hold	3,000	–	–	﹤0.01%	517
2023 Q1	$8.73K	Hold	3,000	–	–	﹤0.01%	472
2022 Q4	$20.6K	Hold	3,000	–	–	0.01%	376
2022 Q3	$10K	Hold	3,000	–	–	0.01%	451
2022 Q2	$10K	Hold	3,000	–	–	0.01%	444
2022 Q1	$9K	Hold	3,000	–	–	﹤0.01%	493
2021 Q4	$13K	Hold	3,000	–	–	0.01%	387
2021 Q3	$20K	Buy	+3,000	New	+$28.8K	0.02%	260

Other funds holding STIM

Madryn Asset Management New York $34.1M AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return

FourWorld Capital Management New York $184M AUM 42.39% 1-Year Est. Return

Masters Capital Management Atlanta, Georgia $677M AUM 57.21% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return