Clean Yield Group
STEW icon

Clean Yield Group’s SRH Total Return Fund STEW Stock Holding History

Clean Yield Group’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
Q3 		– Hold
0
– – – 392
2026
Q2 		– Hold
0
– – – 395
2026
Q1 		– Hold
0
– – – 385
2025
Q4 		– Hold
0
– – – 410
2025
Q3 		– Hold
0
– – – 425
2025
Q2 		– Hold
0
– – – 407
2025
Q1 		– Hold
0
– – – 449
2024
Q4 		– Hold
0
– – – 458
2024
Q3 		– Hold
0
– – – 474
2024
Q2 		– Hold
0
– – – 367
2024
Q1 		– Hold
0
– – – 383
2023
Q4 		– Hold
0
– – – 368
2023
Q3 		– Hold
0
– – – 379
2023
Q2 		– Hold
0
– – – 405
2023
Q1 		– Hold
0
– – – 424
2022
Q4 		– Hold
0
– – – 455

Other funds holding STEW

JWM
JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Matisse Capital
Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
SRH Advisors
SRH Advisors Salina, Kansas $389M AUM 13.77% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return