AWS
STEW

Atria Wealth Solutions’s SRH Total Return Fund STEW Stock Holding History

Atria Wealth Solutions’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-109,447
Closed -$1.89M – 1874
2025
Q1 		$1.89M Sell
109,447
-3,159
-3% -$52.3K 0.02% 655
2024
Q4 		$1.8M Sell
112,606
-5,920
-5% -$95.1K 0.02% 683
2024
Q3 		$1.87M Sell
118,526
-3,506
-3% -$53.5K 0.02% 666
2024
Q2 		$1.78M Sell
122,032
-88,400
-42% -$1.28M 0.02% 668
2024
Q1 		$3.17M Buy
210,432
+590
+0.3% +$8.48K 0.04% 473
2023
Q4 		$2.91M Sell
209,842
-299
-0.1% -$3.94K 0.04% 474
2023
Q3 		$2.73M Sell
210,141
-3,784
-2% -$50.9K 0.04% 468
2023
Q2 		$2.84M Sell
213,925
-649
-0.3% -$8.23K 0.04% 459
2023
Q1 		$2.63M Sell
214,574
-2,042
-0.9% -$25.7K 0.04% 448
2022
Q4 		$2.75M Sell
216,616
-4,788
-2% -$58.9K 0.04% 407
2022
Q3 		$2.41M Buy
+221,404
New +$2.7M 0.04% 415
2022
Q2 		– Sell
-203,087
Closed -$3.01M – 1875
2022
Q1 		$3.01M Buy
+203,087
New +$2.9M 0.05% 373

Other funds holding STEW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Atria Wealth Solutions's STEW Position: Q2 2025 in Review

Atria Wealth Solutions sold out of SRH Total Return Fund (STEW) in Q2 2025, closing a stake of 109,447 shares — an estimated $1.89M sold.

Atria Wealth Solutions first reported a position in STEW in Q1 2022 and held it in 12 quarters. The position peaked at $3.17M in Q1 2024. 114 funds tracked by Wall St. Rank hold STEW as of Q2 2025.

  • Atria Wealth Solutions reported no remaining SRH Total Return Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 109,447 SRH Total Return Fund shares in Q2 2025, an estimated $1.89M.
  • Atria Wealth Solutions first reported a position in SRH Total Return Fund in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's SRH Total Return Fund position peaked at $3.17M in Q1 2024.
  • 114 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.