AG
STEM icon

AlTi Global’s Stem STEM Stock Holding History

AlTi Global’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,431
Closed -$17K – 438
2025
Q1 		$17K Hold
2,431
– – ﹤0.01% 386
2024
Q4 		$29.3K Sell
2,431
-8,466
-78% -$72.9K ﹤0.01% 409
2024
Q3 		$75.9K Hold
10,897
– – ﹤0.01% 382
2024
Q2 		$242K Hold
10,897
– – 0.01% 343
2024
Q1 		$477K Hold
10,897
– – 0.01% 250
2023
Q4 		$846K Buy
+10,897
New +$751K 0.03% 196

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AlTi Global's STEM Position: Q2 2025 in Review

AlTi Global sold out of Stem (STEM) in Q2 2025, closing a stake of 2,431 shares — an estimated $17K sold.

AlTi Global first reported a position in STEM in Q4 2023 and held it in 6 quarters. The position peaked at $846K in Q4 2023. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

  • AlTi Global reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
  • AlTi Global sold 2,431 Stem shares in Q2 2025, an estimated $17K.
  • AlTi Global first reported a position in Stem in Q4 2023 and held it in 6 quarters.
  • AlTi Global's Stem position peaked at $846K in Q4 2023.
  • 81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on AlTi Global's 13F filing for Q2 2025, filed 31 Jul 2025.