Consolidated Portfolio Review Corp’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Consolidated Portfolio Review Corp’s Portfolio STK Stock Details STK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-19,398	Closed	-$685K	–	359
2025 Q3	$685K	Sell	19,398 -772	-4%	-$24.7K	0.09%	228
2025 Q2	$613K	Sell	20,170 -3,639	-15%	-$103K	0.08%	225
2025 Q1	$666K	Buy	23,809 +3,415	+17%	+$107K	0.11%	192
2024 Q4	$652K	Buy	20,394 +763	+4%	+$25.5K	0.1%	198
2024 Q3	$657K	Buy	+19,631	New	+$640K	0.15%	162

Other funds holding STK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Consolidated Portfolio Review Corp's STK Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q4 2025, closing a stake of 19,398 shares — an estimated $685K sold.

Consolidated Portfolio Review Corp first reported a position in STK in Q3 2024 and held it in 5 quarters. The position peaked at $685K in Q3 2025. 76 funds tracked by Wall St. Rank hold STK as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 19,398 Columbia Seligman Premium Technology Growth Fund shares in Q4 2025, an estimated $685K.
Consolidated Portfolio Review Corp first reported a position in Columbia Seligman Premium Technology Growth Fund in Q3 2024 and held it in 5 quarters.
Consolidated Portfolio Review Corp's Columbia Seligman Premium Technology Growth Fund position peaked at $685K in Q3 2025.
76 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.