Envestnet Asset Management
STGW icon

Envestnet Asset Management’s Stagwell STGW Stock Holding History

Envestnet Asset 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 		$131K Sell
17,698
-150
-0.8% -$994 ﹤0.01% 4712
2026
Q1 		$112K Buy
17,848
+3,522
+25% +$19.7K ﹤0.01% 4612
2025
Q4 		$70.1K Sell
14,326
-2,042
-12% -$10.6K ﹤0.01% 4397
2025
Q3 		$92.2K Buy
16,368
+1,218
+8% +$6.46K ﹤0.01% 4436
2025
Q2 		$68.2K Sell
15,150
-82,608
-85% -$415K ﹤0.01% 4376
2025
Q1 		$591K Sell
97,758
-8,348
-8% -$52.5K ﹤0.01% 3523
2024
Q4 		$698K Sell
106,106
-1,047
-1% -$7.46K ﹤0.01% 3388
2024
Q3 		$752K Sell
107,153
-4,712
-4% -$32.3K ﹤0.01% 3290
2024
Q2 		$763K Sell
111,865
-14,664
-12% -$94.5K ﹤0.01% 3198
2024
Q1 		$787K Sell
126,529
-1,977
-2% -$12.4K ﹤0.01% 3178
2023
Q4 		$852K Buy
128,506
+27,013
+27% +$135K ﹤0.01% 3035
2023
Q3 		$476K Buy
+101,493
New +$601K ﹤0.01% 3286
2018
Q3 		– Sell
-5,705
Closed -$26K – 2440
2018
Q2 		$26K Buy
5,705
+2,117
+59% +$12.3K ﹤0.01% 2369
2018
Q1 		$26K Buy
3,588
+453
+14% +$3.87K ﹤0.01% 2314
2017
Q4 		$31K Buy
3,135
+573
+22% +$6.29K ﹤0.01% 2441
2017
Q3 		$28K Buy
2,562
+409
+19% +$4.12K ﹤0.01% 2436
2017
Q2 		$22K Sell
2,153
-21
-1% -$181 ﹤0.01% 2579
2017
Q1 		$21K Buy
2,174
+1,814
+504% +$14.3K ﹤0.01% 2660
2016
Q4 		$2K Sell
360
-12,028
-97% -$88.9K ﹤0.01% 2995
2016
Q3 		$133K Buy
12,388
+1,425
+13% +$20.1K ﹤0.01% 2203
2016
Q2 		$201K Buy
10,963
+385
+4% +$7.41K ﹤0.01% 2088
2016
Q1 		$250K Buy
10,578
+5,991
+131% +$121K ﹤0.01% 1947
2015
Q4 		$100K Sell
4,587
-434
-9% -$9.16K ﹤0.01% 2372
2015
Q3 		$93K Buy
+5,021
New +$93.9K ﹤0.01% 2380

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

Envestnet Asset Management's STGW Position: Q2 2026 in Review

Envestnet Asset Management reduced its Stagwell (STGW) stake by 0.84% in Q2 2026, selling an estimated $994 and leaving 17,698 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #4712.

Envestnet Asset Management first reported a position in STGW in Q3 2015 and has held it in 24 quarters since. The position peaked at $852K in Q4 2023. 183 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

  • Envestnet Asset Management held 17,698 shares of Stagwell worth $131K as of Q2 2026.
  • Envestnet Asset Management sold 150 Stagwell shares in Q2 2026, an estimated $994.
  • Stagwell made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4712 holding.
  • Envestnet Asset Management first reported a position in Stagwell in Q3 2015 and has held it in 24 quarters since.
  • Envestnet Asset Management's Stagwell position peaked at $852K in Q4 2023.
  • 183 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.