DWM
STVN icon

Diversify Wealth Management’s Stevanato STVN Stock Holding History

Diversify Wealth Management’s Portfolio STVN Stock Details STVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$298K Buy
18,353
+3,543
+24% +$58.7K 0.01% 959
2025
Q4 		$302K Sell
14,810
-348
-2% -$8.09K 0.01% 524
2025
Q3 		$374K Sell
15,158
-981
-6% -$24.2K 0.02% 423
2025
Q2 		$352K Sell
16,139
-893
-5% -$20.2K 0.02% 428
2025
Q1 		$358K Sell
17,032
-685
-4% -$14.6K 0.03% 413
2024
Q4 		$406K Sell
17,717
-1,870
-10% -$37.5K 0.03% 379
2024
Q3 		$355K Sell
19,587
-1,417
-7% -$28.5K 0.03% 372
2024
Q2 		$396K Buy
+21,004
New +$489K 0.05% 315

Other funds holding STVN

CCA
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return