CoreCap Advisors’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $106 | Hold |
25
| – | – | ﹤0.01% | 3046 |
|
|
2026
Q2 | $195 | Hold |
25
| – | – | ﹤0.01% | 3010 |
|
|
2026
Q1 | $221 | Hold |
25
| – | – | ﹤0.01% | 2748 |
|
|
2025
Q4 | $376 | Hold |
25
| – | – | ﹤0.01% | 2740 |
|
|
2025
Q3 | $438 | Hold |
25
| – | – | ﹤0.01% | 2585 |
|
|
2025
Q2 | $156 | Sell |
25
-90
| -78% | -$807 | ﹤0.01% | 2648 |
|
|
2025
Q1 | $808 | Hold |
115
| – | – | ﹤0.01% | 2576 |
|
|
2024
Q4 | $1.39K | Buy |
115
+90
| +360% | +$775 | ﹤0.01% | 2310 |
|
|
2024
Q3 | $174 | Hold |
25
| – | – | ﹤0.01% | 2520 |
|
|
2024
Q2 | $555 | Hold |
25
| – | – | ﹤0.01% | 1438 |
|
|
2024
Q1 | $1.09K | Buy |
+25
| New | +$1.39K | ﹤0.01% | 2210 |
|
|
2022
Q4 | $7.24K | Buy |
+41
| New | +$9.85K | ﹤0.01% | 1644 |
|
|
2022
Q3 | – | Sell |
-41
| Closed | -$6K | – | 1877 |
|
|
2022
Q2 | $6K | Buy |
+41
| New | +$6.82K | ﹤0.01% | 1639 |
|
|
2022
Q1 | – | Sell |
-46
| Closed | -$17K | – | 1880 |
|
|
2021
Q4 | $17K | Buy |
+46
| New | +$19.9K | ﹤0.01% | 1384 |
|
Other funds holding STEM
CoreCap Advisors's STEM Position: Q3 2026 in Review
CoreCap Advisors held its Stem (STEM) position steady in Q3 2026 at 25 shares worth $106. The position accounts for ﹤0.01% of the portfolio, ranked #3046.
CoreCap Advisors first reported a position in STEM in Q4 2021 and has held it in 14 quarters since. The position peaked at $17K in Q4 2021. 2 funds tracked by Wall St. Rank hold STEM as of Q3 2026.
- CoreCap Advisors held 25 shares of Stem worth $106 as of Q3 2026.
- CoreCap Advisors left its Stem share count unchanged in Q3 2026.
- Stem made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #3046 holding.
- CoreCap Advisors first reported a position in Stem in Q4 2021 and has held it in 14 quarters since.
- CoreCap Advisors's Stem position peaked at $17K in Q4 2021.
- 2 funds tracked by Wall St. Rank held Stem as of Q3 2026.
Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.