AWM
STEM icon

Aries Wealth Management’s Stem STEM Stock Holding History

Aries Wealth Management’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
-2,500
Closed -$17.5K – 229
2025
Q1 		$17.5K Hold
2,500
– – ﹤0.01% 221
2024
Q4 		$30.1K Buy
2,500
+1,250
+100% +$10.8K 0.01% 217
2024
Q3 		$8.71K Sell
1,250
-50
-4% -$787 ﹤0.01% 230
2024
Q2 		$28.9K Buy
1,300
+50
+4% +$1.47K 0.01% 202
2024
Q1 		$54.8K Hold
1,250
– – 0.02% 205
2023
Q4 		$97K Buy
1,250
+500
+67% +$34.5K 0.03% 194
2023
Q3 		$57.8K Hold
750
– – 0.02% 193
2023
Q2 		$85.8K Buy
750
+250
+50% +$24.8K 0.03% 196
2023
Q1 		$56.7K Buy
+500
New +$84.7K 0.02% 189

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

Aries Wealth Management's STEM Position: Q2 2025 in Review

Aries Wealth Management sold out of Stem (STEM) in Q2 2025, closing a stake of 2,500 shares — an estimated $17.5K sold.

Aries Wealth Management first reported a position in STEM in Q1 2023 and held it in 9 quarters. The position peaked at $97K in Q4 2023. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

  • Aries Wealth Management reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
  • Aries Wealth Management sold 2,500 Stem shares in Q2 2025, an estimated $17.5K.
  • Aries Wealth Management first reported a position in Stem in Q1 2023 and held it in 9 quarters.
  • Aries Wealth Management's Stem position peaked at $97K in Q4 2023.
  • 81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on Aries Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.