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Clearstead Advisors’s Stagwell STGW Stock Holding History

Clearstead Advisors’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 		$3.5K Buy
+471
New +$3.12K ﹤0.01% 2287
2026
Q1 		– Sell
-7,020
Closed -$34.3K – 2793
2025
Q4 		$34.3K Buy
7,020
+4,567
+186% +$23.8K ﹤0.01% 1541
2025
Q3 		$13.8K Buy
2,453
+32
+1% +$170 ﹤0.01% 1811
2025
Q2 		$10.9K Buy
+2,421
New +$12.2K ﹤0.01% 1862

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clearstead Advisors's STGW Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Stagwell (STGW) in Q2 2026: 471 shares worth $3.5K. The stake represents ﹤0.01% of the portfolio and ranks #2287 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in STGW as recently as Q4 2025.

Clearstead Advisors first reported a position in STGW in Q2 2025 and has held it in 4 quarters since. The position peaked at $34.3K in Q4 2025. 183 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

  • Clearstead Advisors held 471 shares of Stagwell worth $3.5K as of Q2 2026.
  • Stagwell was a new Clearstead Advisors position in Q2 2026.
  • Stagwell made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2287 holding.
  • Clearstead Advisors first reported a position in Stagwell in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Stagwell position peaked at $34.3K in Q4 2025.
  • 183 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.