Covestor
STGW icon

Covestor’s Stagwell STGW Stock Holding History

Covestor’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
Q3 		$0 Sell
58
-6
-9% -$50 ﹤0.01% 2806
2026
Q2 		$0 Sell
64
-8
-11% -$53 ﹤0.01% 2821
2026
Q1 		$0 Sell
72
-77
-52% -$431 ﹤0.01% 2741
2025
Q4 		$1K Sell
149
-58
-28% -$302 ﹤0.01% 2169
2025
Q3 		$1K Sell
207
-89
-30% -$472 ﹤0.01% 2182
2025
Q2 		$1K Buy
296
+285
+2,591% +$1.43K ﹤0.01% 2098
2025
Q1 		$0 Hold
11
– – ﹤0.01% 2703
2024
Q4 		$0 Buy
11
+1
+10% +$7 ﹤0.01% 2714
2024
Q3 		$0 Sell
10
-1
-9% -$7 ﹤0.01% 2736
2024
Q2 		$0 Hold
11
– – ﹤0.01% 2728
2024
Q1 		$0 Sell
11
-1
-8% -$6 ﹤0.01% 2711
2023
Q4 		$0 Sell
12
-60,241
-100% -$300K ﹤0.01% 2692
2023
Q3 		$283K Buy
60,253
+56,890
+1,692% +$337K 0.21% 49
2023
Q2 		$24K Buy
3,363
+3,347
+20,919% +$22.1K 0.02% 1064
2023
Q1 		$0 Sell
16
-88
-85% -$615 ﹤0.01% 2558
2022
Q4 		$1K Buy
+104
New +$750 ﹤0.01% 1932

Other funds holding STGW

Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Corrado Advisors
Corrado Advisors Ramsey, New Jersey $203M AUM 18.91% 1-Year Est. Return
Perennial Advisors
Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Covestor's STGW Position: Q3 2026 in Review

Covestor reduced its Stagwell (STGW) stake by 9.4% in Q3 2026, selling an estimated $50 and leaving 58 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2806.

Covestor first reported a position in STGW in Q4 2022 and has held it in 16 quarters since. The position peaked at $283K in Q3 2023. 39 funds tracked by Wall St. Rank hold STGW as of Q3 2026.

  • Covestor held 58 shares of Stagwell worth $0 as of Q3 2026.
  • Covestor sold 6 Stagwell shares in Q3 2026, an estimated $50.
  • Stagwell made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2806 holding.
  • Covestor first reported a position in Stagwell in Q4 2022 and has held it in 16 quarters since.
  • Covestor's Stagwell position peaked at $283K in Q3 2023.
  • 39 funds tracked by Wall St. Rank held Stagwell as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.