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American Capital Advisory’s Stem STEM Stock Holding History

American Capital Advisory’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
2026
Q2 		$188 Buy
+24
New +$223 ﹤0.01% 1077

Other funds holding STEM

IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

American Capital Advisory's STEM Position: Q2 2026 in Review

American Capital Advisory opened a new position in Stem (STEM) in Q2 2026: 24 shares worth $188. The stake represents ﹤0.01% of the portfolio and ranks #1077 among its holdings.

14 funds tracked by Wall St. Rank hold STEM as of Q2 2026.

  • American Capital Advisory held 24 shares of Stem worth $188 as of Q2 2026.
  • Stem was a new American Capital Advisory position in Q2 2026.
  • Stem made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #1077 holding.
  • 14 funds tracked by Wall St. Rank held Stem as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.