Alteri Wealth’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Alteri Wealth’s Portfolio STK Stock Details STK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$940K	Sell	17,447 -563	-3%	-$28K	0.26%	91
2026 Q1	$683K	Hold	18,010	–	–	0.22%	110
2025 Q4	$663K	Hold	18,010	–	–	0.21%	119
2025 Q3	$636K	Hold	18,010	–	–	0.22%	114
2025 Q2	$548K	Buy	18,010 +46	+0.3%	+$1.3K	0.21%	120
2025 Q1	$503K	Sell	17,964 -1,496	-8%	-$47K	0.22%	116
2024 Q4	$622K	Buy	+19,460	New	+$650K	0.17%	89

Other funds holding STK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $295M AUM

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Alteri Wealth's STK Position: Q2 2026 in Review

Alteri Wealth reduced its Columbia Seligman Premium Technology Growth Fund (STK) stake by 3.1% in Q2 2026, selling an estimated $28K and leaving 17,447 shares worth $940K. The position accounts for 0.26% of the portfolio, ranked #91.

Alteri Wealth first reported a position in STK in Q4 2024 and has held it in 7 quarters since. 100 funds tracked by Wall St. Rank hold STK as of Q2 2026.

Alteri Wealth held 17,447 shares of Columbia Seligman Premium Technology Growth Fund worth $940K as of Q2 2026.
Alteri Wealth sold 563 Columbia Seligman Premium Technology Growth Fund shares in Q2 2026, an estimated $28K.
Columbia Seligman Premium Technology Growth Fund made up 0.26% of Alteri Wealth's portfolio in Q2 2026, its #91 holding.
Alteri Wealth first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2024 and has held it in 7 quarters since.
100 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.