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Evolve Private Wealth’s Stagwell STGW Stock Holding History

Evolve Private Wealth’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 		$155K Sell
20,859
-23,397
-53% -$155K 0.01% 972
2026
Q1 		$278K Sell
44,256
-21,073
-32% -$118K 0.01% 810
2025
Q4 		$319K Buy
+65,329
New +$340K 0.02% 698

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

Evolve Private Wealth's STGW Position: Q2 2026 in Review

Evolve Private Wealth reduced its Stagwell (STGW) stake by 53% in Q2 2026, selling an estimated $155K and leaving 20,859 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #972.

Evolve Private Wealth first reported a position in STGW in Q4 2025 and has held it in 3 quarters since. The position peaked at $319K in Q4 2025. 183 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

  • Evolve Private Wealth held 20,859 shares of Stagwell worth $155K as of Q2 2026.
  • Evolve Private Wealth sold 23,397 Stagwell shares in Q2 2026, an estimated $155K.
  • Stagwell made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #972 holding.
  • Evolve Private Wealth first reported a position in Stagwell in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Stagwell position peaked at $319K in Q4 2025.
  • 183 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.