David J. Yvars Group’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

David J. Yvars Group’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
2026 Q2	$660K	Sell	12,254 -6,329	-34%	-$314K	0.32%	45
2026 Q1	$705K	Buy	18,583 +783	+4%	+$30.9K	0.39%	39
2025 Q4	$655K	Buy	17,800 +3,905	+28%	+$144K	0.35%	37
2025 Q3	$491K	Buy	13,895 +1,431	+11%	+$45.7K	0.26%	46
2025 Q2	$379K	Sell	12,464 -1,087	-8%	-$30.7K	0.22%	52
2025 Q1	$379K	Buy	13,551 +1,584	+13%	+$49.8K	0.3%	42
2024 Q4	$382K	Buy	11,967 +215	+2%	+$7.18K	0.23%	55
2024 Q3	$394K	Buy	+11,752	New	+$383K	0.24%	52

Other funds holding STK

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return