Cambridge Investment Research Advisors
STEM icon

Cambridge Investment Research Advisors’s Stem STEM Stock Holding History

Cambridge Investment Research Advisors’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,202
Closed -$8K – 3754
2025
Q1 		$8K Buy
1,202
+58
+5% +$672 ﹤0.01% 3486
2024
Q4 		$14K Sell
1,144
-254
-18% -$2.19K ﹤0.01% 3438
2024
Q3 		$10K Buy
1,398
+189
+16% +$2.97K ﹤0.01% 3391
2024
Q2 		$27K Sell
1,209
-133
-10% -$3.9K ﹤0.01% 3253
2024
Q1 		$59K Sell
1,342
-309
-19% -$17.2K ﹤0.01% 3202
2023
Q4 		$128K Sell
1,651
-382
-19% -$26.3K ﹤0.01% 2999
2023
Q3 		$172K Sell
2,033
-442
-18% -$50.5K ﹤0.01% 2867
2023
Q2 		$283K Sell
2,475
-618
-20% -$61.3K ﹤0.01% 2577
2023
Q1 		$351K Buy
3,093
+179
+6% +$30.3K ﹤0.01% 2348
2022
Q4 		$521K Sell
2,914
-72
-2% -$17.3K ﹤0.01% 1981
2022
Q3 		$797K Buy
2,986
+633
+27% +$162K ﹤0.01% 1629
2022
Q2 		$337K Buy
2,353
+306
+15% +$50.9K ﹤0.01% 2279
2022
Q1 		$451K Buy
2,047
+174
+9% +$40.5K ﹤0.01% 2196
2021
Q4 		$711K Sell
1,873
-231
-11% -$100K ﹤0.01% 1822
2021
Q3 		$1M Buy
2,104
+559
+36% +$294K 0.01% 1515
2021
Q2 		$1.11M Buy
1,545
+291
+23% +$158K 0.01% 1462
2021
Q1 		$667K Buy
+1,254
New +$805K ﹤0.01% 1690

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors's STEM Position: Q2 2025 in Review

Cambridge Investment Research Advisors sold out of Stem (STEM) in Q2 2025, closing a stake of 1,202 shares — an estimated $8K sold.

Cambridge Investment Research Advisors first reported a position in STEM in Q1 2021 and held it in 17 quarters. The position peaked at $1.11M in Q2 2021. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

  • Cambridge Investment Research Advisors reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 1,202 Stem shares in Q2 2025, an estimated $8K.
  • Cambridge Investment Research Advisors first reported a position in Stem in Q1 2021 and held it in 17 quarters.
  • Cambridge Investment Research Advisors's Stem position peaked at $1.11M in Q2 2021.
  • 81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.