Commonwealth Equity Services
STEM icon

Commonwealth Equity Services’s Stem STEM Stock Holding History

Commonwealth Equity Services’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,218
Closed -$9K – 4349
2025
Q1 		$9K Buy
1,218
+121
+11% +$1.4K ﹤0.01% 4152
2024
Q4 		$13K Sell
1,097
-365
-25% -$3.14K ﹤0.01% 4061
2024
Q3 		$10K Sell
1,462
-1,966
-57% -$30.9K ﹤0.01% 4031
2024
Q2 		$76K Sell
3,428
-427
-11% -$12.5K ﹤0.01% 3855
2024
Q1 		$169K Buy
3,855
+694
+22% +$38.6K ﹤0.01% 3685
2023
Q4 		$245K Buy
3,161
+84
+3% +$5.79K ﹤0.01% 3342
2023
Q3 		$261K Sell
3,077
-266
-8% -$30.4K ﹤0.01% 3154
2023
Q2 		$382K Buy
3,343
+555
+20% +$55.1K ﹤0.01% 2841
2023
Q1 		$316 Buy
2,788
+236
+9% +$40K ﹤0.01% 2930
2022
Q4 		$456K Sell
2,552
-349
-12% -$83.9K ﹤0.01% 2548
2022
Q3 		$774K Sell
2,901
-26
-0.9% -$6.65K ﹤0.01% 2087
2022
Q2 		$419K Buy
2,927
+110
+4% +$18.3K ﹤0.01% 2550
2022
Q1 		$620K Sell
2,817
-351
-11% -$81.7K ﹤0.01% 2354
2021
Q4 		$1.2M Buy
3,168
+458
+17% +$198K ﹤0.01% 1856
2021
Q3 		$1.29M Buy
2,710
+242
+10% +$127K ﹤0.01% 1734
2021
Q2 		$1.78M Buy
2,468
+1,255
+103% +$683K ﹤0.01% 1504
2021
Q1 		$644K Buy
+1,213
New +$779K ﹤0.01% 2125

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services's STEM Position: Q2 2025 in Review

Commonwealth Equity Services sold out of Stem (STEM) in Q2 2025, closing a stake of 1,218 shares — an estimated $9K sold.

Commonwealth Equity Services first reported a position in STEM in Q1 2021 and held it in 17 quarters. The position peaked at $1.78M in Q2 2021. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

  • Commonwealth Equity Services reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 1,218 Stem shares in Q2 2025, an estimated $9K.
  • Commonwealth Equity Services first reported a position in Stem in Q1 2021 and held it in 17 quarters.
  • Commonwealth Equity Services's Stem position peaked at $1.78M in Q2 2021.
  • 81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on Commonwealth Equity Services's 13F filing for Q2 2025, filed 6 Aug 2025.