CCG Wealth Management’s Stagwell STGW Stock Holding History

CCG Wealth Management’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	-49,835	Closed	-$244K	–	139
2025 Q4	$244K	Hold	49,835	–	–	0.1%	90
2025 Q3	$281K	Hold	49,835	–	–	0.13%	74
2025 Q2	$224K	Hold	49,835	–	–	0.12%	74
2025 Q1	$302K	Sell	49,835 -6,588	-12%	-$41.4K	0.18%	58
2024 Q4	$371K	Sell	56,423 -3,480	-6%	-$24.8K	0.21%	52
2024 Q3	$421K	Sell	59,903 -381,130	-86%	-$2.61M	0.24%	48
2024 Q2	$3.01M	Buy	+441,033	New	+$2.84M	1.7%	13

Other funds holding STGW

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

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

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

ACM

ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCG Wealth Management's STGW Position: Q1 2026 in Review

CCG Wealth Management sold out of Stagwell (STGW) in Q1 2026, closing a stake of 49,835 shares — an estimated $244K sold.

CCG Wealth Management first reported a position in STGW in Q2 2024 and held it in 7 quarters. The position peaked at $3.01M in Q2 2024. 183 funds tracked by Wall St. Rank hold STGW as of Q1 2026.

CCG Wealth Management reported no remaining Stagwell position as of Q1 2026 after selling out during the quarter.
CCG Wealth Management sold 49,835 Stagwell shares in Q1 2026, an estimated $244K.
CCG Wealth Management first reported a position in Stagwell in Q2 2024 and held it in 7 quarters.
CCG Wealth Management's Stagwell position peaked at $3.01M in Q2 2024.
183 funds tracked by Wall St. Rank held Stagwell as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.