Essential Partners’s Stem STEM Stock Holding History

Essential Partners’s Portfolio STEM Stock Details STEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-28	Closed	-$174	–	2781
2025 Q2	$174	Buy	+28	New	+$251	﹤0.01%	1979

Other funds holding STEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Essential Partners's STEM Position: Q3 2025 in Review

Essential Partners sold out of Stem (STEM) in Q3 2025, closing a stake of 28 shares — an estimated $174 sold.

Essential Partners first reported a position in STEM in Q2 2025 and held it in 1 quarter. The position peaked at $174 in Q2 2025. 85 funds tracked by Wall St. Rank hold STEM as of Q3 2025.

Essential Partners reported no remaining Stem position as of Q3 2025 after selling out during the quarter.
Essential Partners sold 28 Stem shares in Q3 2025, an estimated $174.
Essential Partners first reported a position in Stem in Q2 2025 and held it in 1 quarter.
Essential Partners's Stem position peaked at $174 in Q2 2025.
85 funds tracked by Wall St. Rank held Stem as of Q3 2025.

Based on Essential Partners's 13F filing for Q3 2025, filed 21 May 2026.