Diversify Wealth Management
STGW icon

Diversify Wealth Management’s Stagwell STGW Stock Holding History

Diversify Wealth Management’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
Q3 		$15.7M Sell
1,719,653
-4,926
-0.3% -$41.1K 0.23% 81
2026
Q2 		$13.3M Sell
1,724,579
-8,015
-0.5% -$53.1K 0.22% 92
2026
Q1 		$11.6M Sell
1,732,594
-17,406
-1% -$97.3K 0.21% 95
2025
Q4 		$9.6M Hold
1,750,000
– – 0.45% 47
2025
Q3 		$8.31M Hold
1,750,000
– – 0.48% 44
2025
Q2 		$9.7M Buy
+1,750,000
New +$8.8M 0.6% 31

Other funds holding STGW

Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Perennial Advisors
Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Net Worth Advisory Group
Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Diversify Wealth Management's STGW Position: Q3 2026 in Review

Diversify Wealth Management reduced its Stagwell (STGW) stake by 0.29% in Q3 2026, selling an estimated $41.1K and leaving 1,719,653 shares worth $15.7M. The position accounts for 0.23% of the portfolio, ranked #81.

Diversify Wealth Management first reported a position in STGW in Q2 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold STGW as of Q3 2026.

  • Diversify Wealth Management held 1,719,653 shares of Stagwell worth $15.7M as of Q3 2026.
  • Diversify Wealth Management sold 4,926 Stagwell shares in Q3 2026, an estimated $41.1K.
  • Stagwell made up 0.23% of Diversify Wealth Management's portfolio in Q3 2026, its #81 holding.
  • Diversify Wealth Management first reported a position in Stagwell in Q2 2025 and has held it in 6 quarters since.
  • 30 funds tracked by Wall St. Rank held Stagwell as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.