DWM
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
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 		$9.55M 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

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Diversify Wealth Management's STGW Position: Q2 2026 in Review

Diversify Wealth Management reduced its Stagwell (STGW) stake by 0.46% in Q2 2026, selling an estimated $53.1K and leaving 1,724,579 shares worth $13.3M. The position accounts for 0.22% of the portfolio, ranked #92.

Diversify Wealth Management first reported a position in STGW in Q2 2025 and has held it in 5 quarters since. 184 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

  • Diversify Wealth Management held 1,724,579 shares of Stagwell worth $13.3M as of Q2 2026.
  • Diversify Wealth Management sold 8,015 Stagwell shares in Q2 2026, an estimated $53.1K.
  • Stagwell made up 0.22% of Diversify Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Diversify Wealth Management first reported a position in Stagwell in Q2 2025 and has held it in 5 quarters since.
  • 184 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.