FGAM
SFIX

Financial Gravity Asset Management’s Stitch Fix SFIX Stock Holding History

Financial Gravity Asset Management’s Portfolio SFIX Stock Details SFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,850
Closed -$9.71K – 971
2025
Q4 		$9.71K Hold
1,850
– – ﹤0.01% 492
2025
Q3 		$8.05K Buy
+1,850
New +$9.14K ﹤0.01% 608
2025
Q1 		$6.01K Buy
+1,850
New +$8.43K ﹤0.01% 698
2024
Q2 		$7.68K Sell
1,850
-1,850
-50% -$5.01K ﹤0.01% 537
2024
Q1 		$11.5K Sell
3,700
-33,300
-90% -$103K ﹤0.01% 686
2023
Q4 		$1.61M Buy
37,000
+1,850
+5% +$6.53K 0.02% 266
2023
Q3 		$1.6M Buy
35,150
+33,300
+1,800% +$133K 0.02% 247
2023
Q2 		$7 Sell
1,850
-2,114
-53% -$8.01K ﹤0.01% 1563
2023
Q1 		$20 Buy
+3,964
New +$18.6K ﹤0.01% 803

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return