Cornerstone Financial Management’s Stem STEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$515 Hold
66
– – ﹤0.01% 1368
2026
Q1
$583 Hold
66
– – ﹤0.01% 1116
2025
Q4
$993 Buy
+66
New +$1.26K ﹤0.01% 937

Other funds holding STEM

Cornerstone Financial Management's STEM Position: Q2 2026 in Review

Cornerstone Financial Management held its Stem (STEM) position steady in Q2 2026 at 66 shares worth $515. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Cornerstone Financial Management first reported a position in STEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $993 in Q4 2025. 72 funds tracked by Wall St. Rank hold STEM as of Q2 2026.

  • Cornerstone Financial Management held 66 shares of Stem worth $515 as of Q2 2026.
  • Cornerstone Financial Management left its Stem share count unchanged in Q2 2026.
  • Stem made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1368 holding.
  • Cornerstone Financial Management first reported a position in Stem in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Stem position peaked at $993 in Q4 2025.
  • 72 funds tracked by Wall St. Rank held Stem as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.