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Ewing Morris & Co Investment Partners’s Stoneridge SRI Stock Holding History

Ewing Morris & Co Investment Partners’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.17M Sell
1,352,980
-12,074
-0.9% -$82.9K 4.27% 4
2026
Q1 		$5.5M Buy
1,365,054
+28,850
+2% +$198K 2.47% 9
2025
Q4 		$6.56M Hold
1,336,204
– – 2.86% 7
2025
Q3 		$8.46M Buy
1,336,204
+111,931
+9% +$887K 3.62% 3
2025
Q2 		$7.11M Hold
1,224,273
– – 3.19% 5
2025
Q1 		$6.47M Hold
1,224,273
– – 2.04% 16
2024
Q4 		$8.84M Buy
1,224,273
+16,833
+1% +$129K 3.05% 10
2024
Q3 		$15.1M Sell
1,207,440
-7,259
-0.6% -$104K 7.31% 3
2024
Q2 		$19.4M Hold
1,214,699
– – 12.33% 1
2024
Q1 		$25.1M Hold
1,214,699
– – 11.4% 1
2023
Q4 		$23.8M Hold
1,214,699
– – 16.98% 1
2023
Q3 		$24.4M Hold
1,214,699
– – 19.72% 1
2023
Q2 		$22.9M Hold
1,214,699
– – 17.72% 1
2023
Q1 		$22.7M Sell
1,214,699
-21,432
-2% -$460K 17.92% 1
2022
Q4 		$26.7M Buy
1,236,131
+41,001
+3% +$877K 32.16% 1
2022
Q3 		$20.3M Sell
1,195,130
-15,772
-1% -$296K 26.49% 1
2022
Q2 		$22.8M Buy
1,210,902
+13,018
+1% +$247K 15.45% 3
2022
Q1 		$26.9M Buy
1,197,884
+287,517
+32% +$5.29M 16.85% 3
2021
Q4 		$19.2M Buy
+910,367
New +$19.2M 13.11% 4

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ewing Morris & Co Investment Partners's SRI Position: Q2 2026 in Review

Ewing Morris & Co Investment Partners reduced its Stoneridge (SRI) stake by 0.88% in Q2 2026, selling an estimated $82.9K and leaving 1,352,980 shares worth $8.17M. The position accounts for 4.27% of the portfolio, ranked #4.

Ewing Morris & Co Investment Partners first reported a position in SRI in Q4 2021 and has held it in 19 quarters since. The position peaked at $26.9M in Q1 2022. 112 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • Ewing Morris & Co Investment Partners held 1,352,980 shares of Stoneridge worth $8.17M as of Q2 2026.
  • Ewing Morris & Co Investment Partners sold 12,074 Stoneridge shares in Q2 2026, an estimated $82.9K.
  • Stoneridge made up 4.27% of Ewing Morris & Co Investment Partners's portfolio in Q2 2026, its #4 holding.
  • Ewing Morris & Co Investment Partners first reported a position in Stoneridge in Q4 2021 and has held it in 19 quarters since.
  • Ewing Morris & Co Investment Partners's Stoneridge position peaked at $26.9M in Q1 2022.
  • 112 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.