DGI
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Disciplined Growth Investors’s Stoneridge SRI Stock Holding History

Disciplined Growth Investors’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-197,087
Closed -$952K – 63
2026
Q1 		$952K Sell
197,087
-6,932
-3% -$47.5K 0.02% 60
2025
Q4 		$1.18M Buy
204,019
+13,028
+7% +$82K 0.02% 58
2025
Q3 		$1.46M Sell
190,991
-32,186
-14% -$255K 0.03% 61
2025
Q2 		$1.57M Sell
223,177
-4,752
-2% -$23.3K 0.03% 60
2025
Q1 		$1.05M Buy
227,929
+1,384
+0.6% +$7.04K 0.02% 62
2024
Q4 		$1.42M Sell
226,545
-20,651
-8% -$159K 0.03% 60
2024
Q3 		$2.77M Buy
247,196
+7,267
+3% +$104K 0.05% 61
2024
Q2 		$3.83M Buy
239,929
+449
+0.2% +$7.19K 0.07% 57
2024
Q1 		$4.42M Buy
239,480
+23,443
+11% +$416K 0.08% 58
2023
Q4 		$4.23M Sell
216,037
-5,119
-2% -$88.9K 0.09% 54
2023
Q3 		$4.44M Buy
221,156
+1,308
+0.6% +$26.5K 0.11% 55
2023
Q2 		$4.14M Buy
219,848
+928
+0.4% +$16.3K 0.09% 57
2023
Q1 		$4.09M Sell
218,920
-4,694
-2% -$101K 0.11% 58
2022
Q4 		$4.82M Buy
223,614
+1,725
+0.8% +$36.9K 0.12% 60
2022
Q3 		$3.76M Buy
221,889
+323
+0.1% +$6.07K 0.1% 61
2022
Q2 		$3.8M Buy
221,566
+1,015
+0.5% +$19.3K 0.1% 62
2022
Q1 		$4.58M Sell
220,551
-51,259
-19% -$943K 0.1% 65
2021
Q4 		$5.37M Sell
271,810
-116,382
-30% -$2.46M 0.11% 61
2021
Q3 		$7.92M Hold
388,192
– – 0.16% 61
2021
Q2 		$11.5M Buy
388,192
+243,064
+167% +$7.7M 0.22% 61
2021
Q1 		$4.62M Sell
145,128
-21,455
-13% -$678K 0.09% 66
2020
Q4 		$5.04M Sell
166,583
-7,555
-4% -$196K 0.1% 67
2020
Q3 		$3.2M Buy
174,138
+190
+0.1% +$3.88K 0.07% 72
2020
Q2 		$3.59M Sell
173,948
-4,806
-3% -$90K 0.09% 71
2020
Q1 		$2.99M Buy
+178,754
New +$4.43M 0.07% 71

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Disciplined Growth Investors's SRI Position: Q2 2026 in Review

Disciplined Growth Investors sold out of Stoneridge (SRI) in Q2 2026, closing a stake of 197,087 shares — an estimated $952K sold.

Disciplined Growth Investors first reported a position in SRI in Q1 2020 and held it in 25 quarters. The position peaked at $11.5M in Q2 2021. 112 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • Disciplined Growth Investors reported no remaining Stoneridge position as of Q2 2026 after selling out during the quarter.
  • Disciplined Growth Investors sold 197,087 Stoneridge shares in Q2 2026, an estimated $952K.
  • Disciplined Growth Investors first reported a position in Stoneridge in Q1 2020 and held it in 25 quarters.
  • Disciplined Growth Investors's Stoneridge position peaked at $11.5M in Q2 2021.
  • 112 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on Disciplined Growth Investors's 13F filing for Q2 2026, filed 14 Aug 2026.