EWA
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EverSource Wealth Advisors’s Stagwell STGW Stock Holding History

EverSource Wealth Advisors’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 		$4.29K Sell
578
-60
-9% -$398 ﹤0.01% 3361
2026
Q1 		$4.01K Sell
638
-475
-43% -$2.66K ﹤0.01% 3361
2025
Q4 		$5.44K Buy
1,113
+911
+451% +$4.74K ﹤0.01% 3092
2025
Q3 		$1.14K Buy
202
+62
+44% +$329 ﹤0.01% 3727
2025
Q2 		$631 Sell
140
-161
-53% -$810 ﹤0.01% 3842
2025
Q1 		$1.82K Buy
301
+214
+246% +$1.35K ﹤0.01% 2967
2024
Q4 		$573 Buy
87
+81
+1,350% +$577 ﹤0.01% 3138
2024
Q3 		$42 Hold
6
– – ﹤0.01% 3013
2024
Q2 		$40 Hold
6
– – ﹤0.01% 3035
2024
Q1 		$36 Buy
+6
New +$38 ﹤0.01% 2871

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

EverSource Wealth Advisors's STGW Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Stagwell (STGW) stake by 9.4% in Q2 2026, selling an estimated $398 and leaving 578 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #3361.

EverSource Wealth Advisors first reported a position in STGW in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.44K in Q4 2025. 183 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

  • EverSource Wealth Advisors held 578 shares of Stagwell worth $4.29K as of Q2 2026.
  • EverSource Wealth Advisors sold 60 Stagwell shares in Q2 2026, an estimated $398.
  • Stagwell made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3361 holding.
  • EverSource Wealth Advisors first reported a position in Stagwell in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Stagwell position peaked at $5.44K in Q4 2025.
  • 183 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.