ADL
STKE

Asset Dedication LLC’s Sol Strategies Inc STKE Stock Holding History

Asset Dedication LLC’s Portfolio STKE Stock Details STKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1
Closed -$1 – 1291
2026
Q1 		$1 Hold
1
– – ﹤0.01% 1114
2025
Q4 		$2 Hold
1
– – ﹤0.01% 1126
2025
Q3 		$5 Buy
+1
New +$6 ﹤0.01% 1142

Other funds holding STKE

JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
NFG
Northbridge Financial Group Tampa, Florida $261M AUM
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Asset Dedication LLC's STKE Position: Q2 2026 in Review

Asset Dedication LLC sold out of Sol Strategies Inc (STKE) in Q2 2026, closing a stake of 1 share — an estimated $1 sold.

Asset Dedication LLC first reported a position in STKE in Q3 2025 and held it in 3 quarters. The position peaked at $5 in Q3 2025. 8 funds tracked by Wall St. Rank hold STKE as of Q2 2026.

  • Asset Dedication LLC reported no remaining Sol Strategies Inc position as of Q2 2026 after selling out during the quarter.
  • Asset Dedication LLC sold 1 Sol Strategies Inc share in Q2 2026, an estimated $1.
  • Asset Dedication LLC first reported a position in Sol Strategies Inc in Q3 2025 and held it in 3 quarters.
  • Asset Dedication LLC's Sol Strategies Inc position peaked at $5 in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Sol Strategies Inc as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.