DWM
STK

Diversify Wealth Management’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Diversify Wealth Management’s Portfolio STK Stock Details STK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$210K Hold
4,420
– – ﹤0.01% 1183
2026
Q1 		$210K Buy
+4,420
New +$174K ﹤0.01% 1083

Other funds holding STK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $295M AUM
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Diversify Wealth Management held its Columbia Seligman Premium Technology Growth Fund (STK) position steady in Q2 2026 at 4,420 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Diversify Wealth Management first reported a position in STK in Q1 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold STK as of Q2 2026.

  • Diversify Wealth Management held 4,420 shares of Columbia Seligman Premium Technology Growth Fund worth $210K as of Q2 2026.
  • Diversify Wealth Management left its Columbia Seligman Premium Technology Growth Fund share count unchanged in Q2 2026.
  • Columbia Seligman Premium Technology Growth Fund made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1183 holding.
  • Diversify Wealth Management first reported a position in Columbia Seligman Premium Technology Growth Fund in Q1 2026 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2026.

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