Coldstream Capital Management’s Stagwell STGW Stock Holding History

Coldstream Capital 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	$102K	Sell	13,744 -7,076	-34%	-$46.9K	﹤0.01%	1198
2026 Q1	$131K	Sell	20,820 -108	-0.5%	-$604	﹤0.01%	1151
2025 Q4	$102K	Sell	20,928 -57,170	-73%	-$298K	﹤0.01%	1134
2025 Q3	$440K	Buy	78,098 +208	+0.3%	+$1.1K	0.01%	794
2025 Q2	$351K	Buy	77,890 +3,070	+4%	+$15.4K	0.01%	807
2025 Q1	$453K	Buy	74,820 +33	+0%	+$208	0.01%	656
2024 Q4	$492K	Buy	74,787 +57,070	+322%	+$407K	0.01%	616
2024 Q3	$136K	Buy	+17,717	New	+$121K	﹤0.01%	1053

Other funds holding STGW

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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 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 Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Coldstream Capital Management's STGW Position: Q2 2026 in Review

Coldstream Capital Management reduced its Stagwell (STGW) stake by 34% in Q2 2026, selling an estimated $46.9K and leaving 13,744 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Coldstream Capital Management first reported a position in STGW in Q3 2024 and has held it in 8 quarters since. The position peaked at $492K in Q4 2024. 184 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

Coldstream Capital Management held 13,744 shares of Stagwell worth $102K as of Q2 2026.
Coldstream Capital Management sold 7,076 Stagwell shares in Q2 2026, an estimated $46.9K.
Stagwell made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1198 holding.
Coldstream Capital Management first reported a position in Stagwell in Q3 2024 and has held it in 8 quarters since.
Coldstream Capital Management's Stagwell position peaked at $492K in Q4 2024.
184 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.