Fermata Advisors’s Neuronetics STIM Stock Holding History

Fermata Advisors’s Portfolio STIM Stock Details STIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-19,849	Closed	-$28.8K	–	278
2026 Q1	$28.8K	Buy	19,849 +6	+0%	+$10	0.01%	232
2025 Q4	$27.4K	Buy	19,843 +5,500	+38%	+$11.5K	0.01%	216
2025 Q3	$39.2K	Sell	14,343 -422	-3%	-$1.5K	0.01%	210
2025 Q2	$51.5K	Buy	+14,765	New	+$58.3K	0.01%	220

Other funds holding STIM

David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM