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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
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 $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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Diversify Wealth Management's STGW Position: Q1 2026 in Review

Diversify Wealth Management reduced its Stagwell (STGW) stake by 0.99% in Q1 2026, selling an estimated $97.3K and leaving 1,732,594 shares worth $11.6M. The position accounts for 0.21% of the portfolio, ranked #95.

Diversify Wealth Management first reported a position in STGW in Q2 2025 and has held it in 4 quarters since. 183 funds tracked by Wall St. Rank hold STGW as of Q1 2026.

  • Diversify Wealth Management held 1,732,594 shares of Stagwell worth $11.6M as of Q1 2026.
  • Diversify Wealth Management sold 17,406 Stagwell shares in Q1 2026, an estimated $97.3K.
  • Stagwell made up 0.21% of Diversify Wealth Management's portfolio in Q1 2026, its #95 holding.
  • Diversify Wealth Management first reported a position in Stagwell in Q2 2025 and has held it in 4 quarters since.
  • 183 funds tracked by Wall St. Rank held Stagwell as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.