DI
STEW

Decision Investments’s SRH Total Return Fund STEW Stock Holding History

Decision Investments’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$202K Hold
11,641
– – 0.18% 111
2026
Q2 		$208K Sell
11,641
-170
-1% -$3K 0.19% 108
2026
Q1 		$202K Buy
11,811
+170
+1% +$3.02K 0.23% 94
2025
Q4 		$216K Buy
+11,641
New +$209K 0.24% 87

Other funds holding STEW

JWM
JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Decision Investments's STEW Position: Q3 2026 in Review

Decision Investments held its SRH Total Return Fund (STEW) position steady in Q3 2026 at 11,641 shares worth $202K. The position accounts for 0.18% of the portfolio, ranked #111.

Decision Investments first reported a position in STEW in Q4 2025 and has held it in 4 quarters since. The position peaked at $216K in Q4 2025. 4 funds tracked by Wall St. Rank hold STEW as of Q3 2026.

  • Decision Investments held 11,641 shares of SRH Total Return Fund worth $202K as of Q3 2026.
  • Decision Investments left its SRH Total Return Fund share count unchanged in Q3 2026.
  • SRH Total Return Fund made up 0.18% of Decision Investments's portfolio in Q3 2026, its #111 holding.
  • Decision Investments first reported a position in SRH Total Return Fund in Q4 2025 and has held it in 4 quarters since.
  • Decision Investments's SRH Total Return Fund position peaked at $216K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.