DHJJ Financial Advisors’s Stagwell STGW Stock Holding History

DHJJ Financial Advisors’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 Q1	$535	Hold	85	–	–	﹤0.01%	882
2025 Q4	$416	Hold	85	–	–	﹤0.01%	875
2025 Q3	$479	Hold	85	–	–	﹤0.01%	830
2025 Q2	$383	Hold	85	–	–	﹤0.01%	831
2025 Q1	$515	Hold	85	–	–	﹤0.01%	748
2024 Q4	$560	Hold	85	–	–	﹤0.01%	707
2024 Q3	$597	Hold	85	–	–	﹤0.01%	686
2024 Q2	$580	Hold	85	–	–	﹤0.01%	638
2024 Q1	$529	Hold	85	–	–	﹤0.01%	636
2023 Q4	$564	Hold	85	–	–	﹤0.01%	614
2023 Q3	$399	Buy	+85	New	+$503	﹤0.01%	646

Other funds holding STGW

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACM

ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DHJJ Financial Advisors's STGW Position: Q1 2026 in Review

DHJJ Financial Advisors held its Stagwell (STGW) position steady in Q1 2026 at 85 shares worth $535. The position accounts for ﹤0.01% of the portfolio, ranked #882.

DHJJ Financial Advisors first reported a position in STGW in Q3 2023 and has held it in 11 quarters since. The position peaked at $597 in Q3 2024. 183 funds tracked by Wall St. Rank hold STGW as of Q1 2026.

DHJJ Financial Advisors held 85 shares of Stagwell worth $535 as of Q1 2026.
DHJJ Financial Advisors left its Stagwell share count unchanged in Q1 2026.
Stagwell made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #882 holding.
DHJJ Financial Advisors first reported a position in Stagwell in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's Stagwell position peaked at $597 in Q3 2024.
183 funds tracked by Wall St. Rank held Stagwell as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.