Cidel Asset Management’s Stagwell STGW Stock Holding History

Cidel Asset 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 Q2	$14M	Sell	1,878,426 -161,254	-8%	-$1.07M	0.67%	48
2026 Q1	$12.8M	Hold	2,039,680	–	–	0.7%	43
2025 Q4	$9.97M	Hold	2,039,680	–	–	0.71%	41
2025 Q3	$11.5M	Hold	2,039,680	–	–	0.66%	45
2025 Q2	$9.18M	Hold	2,039,680	–	–	0.55%	49
2025 Q1	$12.3M	Hold	2,039,680	–	–	0.81%	44
2024 Q4	$13.4M	Hold	2,039,680	–	–	0.9%	39
2024 Q3	$14.3M	Hold	2,039,680	–	–	1.01%	34
2024 Q2	$13.9M	Hold	2,039,680	–	–	1.08%	35
2024 Q1	$12.7M	Hold	2,039,680	–	–	0.96%	36
2023 Q4	$13.5M	Buy	2,039,680 +304,956	+18%	+$1.52M	0.58%	49
2023 Q3	$8.14M	Hold	1,734,724	–	–	0.41%	54
2023 Q2	$12.5M	Hold	1,734,724	–	–	0.57%	51
2023 Q1	$12.9M	Sell	1,734,724 -239,142	-12%	-$1.67M	0.59%	51
2022 Q4	$12.3M	Buy	1,973,866 +141,896	+8%	+$1.02M	0.57%	51
2022 Q3	$12.7M	Hold	1,831,970	–	–	0.61%	50
2022 Q2	$9.95M	Hold	1,831,970	–	–	0.43%	55
2022 Q1	$13.3M	Sell	1,831,970 -30,775	-2%	-$231K	0.48%	55
2021 Q4	$16.1M	Buy	+1,862,745	New	+$16M	0.6%	51

Other funds holding STGW

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Cidel Asset Management's STGW Position: Q2 2026 in Review

Cidel Asset Management reduced its Stagwell (STGW) stake by 7.9% in Q2 2026, selling an estimated $1.07M and leaving 1,878,426 shares worth $14M. The position accounts for 0.67% of the portfolio, ranked #48.

Cidel Asset Management first reported a position in STGW in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.1M in Q4 2021. 11 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

Cidel Asset Management held 1,878,426 shares of Stagwell worth $14M as of Q2 2026.
Cidel Asset Management sold 161,254 Stagwell shares in Q2 2026, an estimated $1.07M.
Stagwell made up 0.67% of Cidel Asset Management's portfolio in Q2 2026, its #48 holding.
Cidel Asset Management first reported a position in Stagwell in Q4 2021 and has held it in 19 quarters since.
Cidel Asset Management's Stagwell position peaked at $16.1M in Q4 2021.
11 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.