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Arax Advisory Partners’s Stoneridge SRI Stock Holding History

Arax Advisory Partners’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.4K Buy
464
+258
+125% +$1.77K ﹤0.01% 4693
2026
Q1 		$1.12K Sell
206
-335
-62% -$2.3K ﹤0.01% 3272
2025
Q4 		$3.13K Sell
541
-886
-62% -$5.57K ﹤0.01% 3086
2025
Q3 		$10.9K Buy
1,427
+886
+164% +$7.02K ﹤0.01% 2555
2025
Q2 		$3.81K Buy
541
+115
+27% +$563 ﹤0.01% 2343
2025
Q1 		$1.96K Buy
+426
New +$2.17K ﹤0.01% 2076
2024
Q4 		– Sell
-23
Closed -$258 – 2730
2024
Q3 		$258 Hold
23
– – ﹤0.01% 2490
2024
Q2 		$368 Buy
+23
New +$368 ﹤0.01% 2374

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Arax Advisory Partners's SRI Position: Q2 2026 in Review

Arax Advisory Partners increased its Stoneridge (SRI) stake by 125% in Q2 2026, buying an estimated $1.77K and bringing the position to 464 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4693.

Arax Advisory Partners first reported a position in SRI in Q2 2024 and has held it in 8 quarters since. The position peaked at $10.9K in Q3 2025. 112 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • Arax Advisory Partners held 464 shares of Stoneridge worth $3.4K as of Q2 2026.
  • Arax Advisory Partners bought 258 Stoneridge shares in Q2 2026, an estimated $1.77K.
  • Stoneridge made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4693 holding.
  • Arax Advisory Partners first reported a position in Stoneridge in Q2 2024 and has held it in 8 quarters since.
  • Arax Advisory Partners's Stoneridge position peaked at $10.9K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.