Caldwell Sutter Capital’s Stagwell STGW Stock Holding History

Caldwell Sutter Capital’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 Q2	$388K	Hold	52,200	–	–	0.15%	151
2026 Q1	$328K	Sell	52,200 -1,500	-3%	-$8.39K	0.13%	158
2025 Q4	$263K	Hold	53,700	–	–	0.11%	177
2025 Q3	$302K	Hold	53,700	–	–	0.13%	160
2025 Q2	$242K	Hold	53,700	–	–	0.11%	174
2025 Q1	$325K	Hold	53,700	–	–	0.15%	147
2024 Q4	$353K	Sell	53,700 -4,000	-7%	-$28.5K	0.16%	135
2024 Q3	$405K	Sell	57,700 -1,500	-3%	-$10.3K	0.19%	127
2024 Q2	$404K	Sell	59,200 -3,000	-5%	-$19.3K	0.2%	125
2024 Q1	$387K	Sell	62,200 -7,000	-10%	-$43.8K	0.19%	130
2023 Q4	$459K	Sell	69,200 -1,700	-2%	-$8.47K	0.23%	106
2023 Q3	$333K	Hold	70,900	–	–	0.18%	129
2023 Q2	$511K	Hold	70,900	–	–	0.27%	91
2023 Q1	$526K	Sell	70,900 -2,500	-3%	-$17.5K	0.38%	66
2022 Q4	$456K	Buy	+73,400	New	+$529K	0.4%	61

Other funds holding STGW

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

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

MAP

Madison Avenue Partners New York $2.32B AUM 132.6% 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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Caldwell Sutter Capital's STGW Position: Q2 2026 in Review

Caldwell Sutter Capital held its Stagwell (STGW) position steady in Q2 2026 at 52,200 shares worth $388K. The position accounts for 0.15% of the portfolio, ranked #151.

Caldwell Sutter Capital first reported a position in STGW in Q4 2022 and has held it in 15 quarters since. The position peaked at $526K in Q1 2023. 183 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

Caldwell Sutter Capital held 52,200 shares of Stagwell worth $388K as of Q2 2026.
Caldwell Sutter Capital left its Stagwell share count unchanged in Q2 2026.
Stagwell made up 0.15% of Caldwell Sutter Capital's portfolio in Q2 2026, its #151 holding.
Caldwell Sutter Capital first reported a position in Stagwell in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's Stagwell position peaked at $526K in Q1 2023.
183 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.