CYG
STEW

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
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

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return