Blue Trust Inc’s Stagwell STGW Stock Holding History

Blue Trust Inc’s Portfolio STGW Stock Details STGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-68	Closed	-$333	–	2670
2025 Q4	$333	Buy	+68	New	+$354	﹤0.01%	2445
2024 Q4	–	Sell	-2,944	Closed	-$20.1K	–	2934
2024 Q3	$20.1K	Buy	2,944 +2,052	+230%	+$14.1K	﹤0.01%	1939
2024 Q2	$5.55K	Buy	+892	New	+$5.75K	﹤0.01%	2161
2024 Q1	–	Sell	-373	Closed	-$2K	–	2672
2023 Q4	$2K	Buy	+373	New	+$1.86K	﹤0.01%	2213
2023 Q1	–	Sell	-33	Closed	–	–	2619
2022 Q4	$0	Buy	+33	New	+$238	﹤0.01%	2463

Other funds holding STGW

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ACM

ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blue Trust Inc's STGW Position: Q1 2026 in Review

Blue Trust Inc sold out of Stagwell (STGW) in Q1 2026, closing a stake of 68 shares — an estimated $333 sold.

Blue Trust Inc first reported a position in STGW in Q4 2022 and held it in 5 quarters. The position peaked at $20.1K in Q3 2024. 185 funds tracked by Wall St. Rank hold STGW as of Q1 2026.

Blue Trust Inc reported no remaining Stagwell position as of Q1 2026 after selling out during the quarter.
Blue Trust Inc sold 68 Stagwell shares in Q1 2026, an estimated $333.
Blue Trust Inc first reported a position in Stagwell in Q4 2022 and held it in 5 quarters.
Blue Trust Inc's Stagwell position peaked at $20.1K in Q3 2024.
185 funds tracked by Wall St. Rank held Stagwell as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.