Avantax Advisory Services’s Steelcase SCS Stock Holding History

Avantax Advisory Services’s Portfolio SCS Stock Details SCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.09M	Buy	104,245 +1,546	+2%	+$15.9K	0.01%	1116
2025 Q1	$1.13M	Buy	102,699 +36,273	+55%	+$418K	0.01%	1026
2024 Q4	$785K	Sell	66,426 -22,857	-26%	-$294K	﹤0.01%	1167
2024 Q3	$1.2M	Buy	89,283 +582	+0.7%	+$7.8K	0.01%	929
2024 Q2	$1.15M	Buy	88,701 +70,895	+398%	+$903K	0.01%	906
2024 Q1	$233K	Hold	17,806	–	–	﹤0.01%	1456
2023 Q4	$241K	Buy	+17,806	New	+$211K	﹤0.01%	1356
2020 Q2	–	Sell	-12,274	Closed	-$124K	–	891
2020 Q1	$124K	Sell	12,274 -11,299	-48%	-$186K	﹤0.01%	750
2019 Q4	$485K	Buy	23,573 +5,567	+31%	+$103K	0.01%	487
2019 Q3	$331K	Buy	+18,006	New	+$300K	0.01%	415
2019 Q2	–	Sell	-14,407	Closed	-$210K	–	541
2019 Q1	$210K	Buy	14,407 +75	+0.5%	+$1.25K	0.01%	452
2018 Q4	$214K	Buy	+14,332	New	+$233K	0.04%	363

Other funds holding SCS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's SCS Position: Q2 2025 in Review

Avantax Advisory Services increased its Steelcase (SCS) stake by 1.5% in Q2 2025, buying an estimated $15.9K and bringing the position to 104,245 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #1116.

Avantax Advisory Services first reported a position in SCS in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.2M in Q3 2024. 218 funds tracked by Wall St. Rank hold SCS as of Q2 2025.

Avantax Advisory Services held 104,245 shares of Steelcase worth $1.09M as of Q2 2025.
Avantax Advisory Services bought 1,546 Steelcase shares in Q2 2025, an estimated $15.9K.
Steelcase made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1116 holding.
Avantax Advisory Services first reported a position in Steelcase in Q4 2018 and has held it in 12 quarters since.
Avantax Advisory Services's Steelcase position peaked at $1.2M in Q3 2024.
218 funds tracked by Wall St. Rank held Steelcase as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.