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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
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
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concurrent Investment Advisors's STGW Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Stagwell (STGW) stake by 0.08% in Q1 2026, buying an estimated $190 and bringing the position to 43,310 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Concurrent Investment Advisors first reported a position in STGW in Q4 2023 and has held it in 10 quarters since. 183 funds tracked by Wall St. Rank hold STGW as of Q1 2026.

  • Concurrent Investment Advisors held 43,310 shares of Stagwell worth $272K as of Q1 2026.
  • Concurrent Investment Advisors bought 34 Stagwell shares in Q1 2026, an estimated $190.
  • Stagwell made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1561 holding.
  • Concurrent Investment Advisors first reported a position in Stagwell in Q4 2023 and has held it in 10 quarters since.
  • 183 funds tracked by Wall St. Rank held Stagwell as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.