DiNuzzo Private Wealth’s Stagwell STGW Stock Holding History

DiNuzzo Private Wealth’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 Q2	$30	Hold	4	–	–	﹤0.01%	1327
2026 Q1	$26	Hold	4	–	–	﹤0.01%	1330
2025 Q4	$20	Hold	4	–	–	﹤0.01%	1359
2025 Q3	$23	Sell	4 -1	-20%	-$5	﹤0.01%	1360
2025 Q2	$23	Sell	5 -1	-17%	-$5	﹤0.01%	1354
2025 Q1	$37	Hold	6	–	–	﹤0.01%	1343
2024 Q4	$40	Hold	6	–	–	﹤0.01%	1382
2024 Q3	$43	Hold	6	–	–	﹤0.01%	1407
2024 Q2	$41	Buy	6 +1	+20%	+$6	﹤0.01%	1382
2024 Q1	$32	Sell	5 -3	-38%	-$19	﹤0.01%	1346
2023 Q4	$54	Buy	+8	New	+$40	﹤0.01%	1357

Other funds holding STGW

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

DiNuzzo Private Wealth's STGW Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Stagwell (STGW) position steady in Q2 2026 at 4 shares worth $30. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

DiNuzzo Private Wealth first reported a position in STGW in Q4 2023 and has held it in 11 quarters since. The position peaked at $54 in Q4 2023. 10 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

DiNuzzo Private Wealth held 4 shares of Stagwell worth $30 as of Q2 2026.
DiNuzzo Private Wealth left its Stagwell share count unchanged in Q2 2026.
Stagwell made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1327 holding.
DiNuzzo Private Wealth first reported a position in Stagwell in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Stagwell position peaked at $54 in Q4 2023.
10 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.