DWA
SI

Douglass Winthrop Advisors’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Douglass Winthrop Advisors’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$472K Buy
2,933
+66
+2% +$10.6K 0.01% 230
2026
Q1 		$349K Hold
2,867
– – 0.01% 248
2025
Q4 		$401K Hold
2,867
– – 0.01% 240
2025
Q3 		$387K Hold
2,867
– – 0.01% 231
2025
Q2 		$369K Sell
2,867
-450
-14% -$58K 0.01% 221
2025
Q1 		$383K Sell
3,317
-763
-19% -$88K 0.01% 216
2024
Q4 		$394K Sell
4,080
-73,410
-95% -$7.1M 0.01% 224
2024
Q3 		$7.83M Sell
77,490
-1,066
-1% -$108K 0.15% 60
2024
Q2 		$7.33M Buy
78,556
+156
+0.2% +$14.5K 0.15% 61
2024
Q1 		$7.48M Buy
78,400
+1,711
+2% +$163K 0.15% 62
2023
Q4 		$7.17M Sell
76,689
-6,562
-8% -$614K 0.16% 60
2023
Q3 		$5.95M Buy
83,251
+6,028
+8% +$431K 0.15% 61
2023
Q2 		$6.44M Buy
77,223
+254
+0.3% +$21.2K 0.15% 58
2023
Q1 		$6.23M Sell
76,969
-4,679
-6% -$379K 0.16% 58
2022
Q4 		$5.62M Buy
81,648
+2,342
+3% +$161K 0.15% 62
2022
Q3 		$3.88M Buy
79,306
+581
+0.7% +$28.4K 0.12% 67
2022
Q2 		$4.02M Buy
78,725
+6,934
+10% +$354K 0.11% 66
2022
Q1 		$4.96M Buy
71,791
+20,019
+39% +$1.38M 0.12% 66
2021
Q4 		$4.48M Buy
51,772
+12,858
+33% +$1.11M 0.1% 77
2021
Q3 		$3.2M Buy
+38,914
New +$3.2M 0.08% 87

Other funds holding SI

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VDI
Vaughan David Investments Peoria, Illinois $5.02B AUM 23.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
ACM
Altrius Capital Management New Bern, North Carolina $526M AUM 20.91% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Douglass Winthrop Advisors's SI Position: Q2 2026 in Review

Douglass Winthrop Advisors increased its SIEMENS AKTIENGESELLSCHAFT ADS (SI) stake by 2.3% in Q2 2026, buying an estimated $10.6K and bringing the position to 2,933 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #230.

Douglass Winthrop Advisors first reported a position in SI in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.83M in Q3 2024. 54 funds tracked by Wall St. Rank hold SI as of Q2 2026.

  • Douglass Winthrop Advisors held 2,933 shares of SIEMENS AKTIENGESELLSCHAFT ADS worth $472K as of Q2 2026.
  • Douglass Winthrop Advisors bought 66 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q2 2026, an estimated $10.6K.
  • SIEMENS AKTIENGESELLSCHAFT ADS made up 0.01% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #230 holding.
  • Douglass Winthrop Advisors first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q3 2021 and has held it in 20 quarters since.
  • Douglass Winthrop Advisors's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $7.83M in Q3 2024.
  • 54 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.