Calamos Advisors
STEW

Calamos Advisors’s SRH Total Return Fund STEW Stock Holding History

Calamos Advisors’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
2026
Q1 		– Sell
-24,196
Closed -$449K – 1270
2025
Q4 		$449K Buy
24,196
+5,886
+32% +$106K ﹤0.01% 776
2025
Q3 		$333K Buy
18,310
+3,270
+22% +$58.8K ﹤0.01% 803
2025
Q2 		$266K Sell
15,040
-1,308
-8% -$22.5K ﹤0.01% 800
2025
Q1 		$282K Sell
16,348
-654
-4% -$10.8K ﹤0.01% 770
2024
Q4 		$272K Buy
+17,002
New +$273K ﹤0.01% 780

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 2.14% 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 58.96% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Calamos Advisors's STEW Position: Q1 2026 in Review

Calamos Advisors sold out of SRH Total Return Fund (STEW) in Q1 2026, closing a stake of 24,196 shares — an estimated $449K sold.

Calamos Advisors first reported a position in STEW in Q4 2024 and held it in 5 quarters. The position peaked at $449K in Q4 2025. 125 funds tracked by Wall St. Rank hold STEW as of Q1 2026.

  • Calamos Advisors reported no remaining SRH Total Return Fund position as of Q1 2026 after selling out during the quarter.
  • Calamos Advisors sold 24,196 SRH Total Return Fund shares in Q1 2026, an estimated $449K.
  • Calamos Advisors first reported a position in SRH Total Return Fund in Q4 2024 and held it in 5 quarters.
  • Calamos Advisors's SRH Total Return Fund position peaked at $449K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.