Concurrent Investment Advisors’s Stagwell STGW Stock Holding History

Concurrent Investment 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	$600K	Buy	80,795 +37,485	+87%	+$248K	0.01%	1299
2026 Q1	$272K	Buy	43,310 +34	+0.1%	+$190	﹤0.01%	1561
2025 Q4	$212K	Hold	43,276	–	–	﹤0.01%	1613
2025 Q3	$244K	Hold	43,276	–	–	﹤0.01%	1256
2025 Q2	$195K	Buy	43,276 +7,671	+22%	+$38.6K	﹤0.01%	1277
2025 Q1	$215K	Hold	35,605	–	–	0.01%	1093
2024 Q4	$234K	Hold	35,605	–	–	0.01%	928
2024 Q3	$250K	Buy	35,605 +6,730	+23%	+$46.1K	0.01%	848
2024 Q2	$197K	Buy	28,875 +8,875	+44%	+$57.2K	0.01%	880
2024 Q1	$124K	Hold	20,000	–	–	0.01%	846
2023 Q4	$133K	Buy	+20,000	New	+$99.7K	0.01%	806

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

Concurrent Investment Advisors's STGW Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Stagwell (STGW) stake by 87% in Q2 2026, buying an estimated $248K and bringing the position to 80,795 shares worth $600K. The position accounts for 0.01% of the portfolio, ranked #1299.

Concurrent Investment Advisors first reported a position in STGW in Q4 2023 and has held it in 11 quarters since. 183 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

Concurrent Investment Advisors held 80,795 shares of Stagwell worth $600K as of Q2 2026.
Concurrent Investment Advisors bought 37,485 Stagwell shares in Q2 2026, an estimated $248K.
Stagwell made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1299 holding.
Concurrent Investment Advisors first reported a position in Stagwell in Q4 2023 and has held it in 11 quarters since.
183 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.