Financial Gravity Asset Management’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Financial Gravity Asset Management’s Portfolio SI Stock Details SI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27.2K	Hold	223	–	–	﹤0.01%	399
2025 Q4	$31.2K	Sell	223 -35	-14%	-$4.9K	0.01%	303
2025 Q3	$34.8K	Buy	+258	New	+$34.8K	0.01%	340
2025 Q1	$48K	Buy	+416	New	+$48K	0.01%	313
2024 Q2	$56.1K	Sell	602 -247	-29%	-$23K	0.01%	247
2024 Q1	$79.4K	Hold	849	–	–	0.02%	216
2023 Q4	$79.4K	Buy	+849	New	+$79.4K	0.02%	215
2021 Q3	$699K	Sell	7,526 -7,829	-51%	-$727K	0.33%	55
2021 Q2	$1.3M	Buy	+15,355	New	+$1.3M	0.47%	50
2020 Q4	$616K	Buy	+8,577	New	+$616K	0.56%	43
2019 Q4	$5K	Buy	+70	New	+$5K	﹤0.01%	1280

Other funds holding SI

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

VDI

Vaughan David Investments Peoria, Illinois $5.02B AUM 23.43% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

ACM

Altrius Capital Management New Bern, North Carolina $526M AUM 20.91% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return

Financial Gravity Asset Management's SI Position: Q1 2026 in Review

Financial Gravity Asset Management held its SIEMENS AKTIENGESELLSCHAFT ADS (SI) position steady in Q1 2026 at 223 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Financial Gravity Asset Management first reported a position in SI in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.3M in Q2 2021. 50 funds tracked by Wall St. Rank hold SI as of Q1 2026.

Financial Gravity Asset Management held 223 shares of SIEMENS AKTIENGESELLSCHAFT ADS worth $27.2K as of Q1 2026.
Financial Gravity Asset Management left its SIEMENS AKTIENGESELLSCHAFT ADS share count unchanged in Q1 2026.
SIEMENS AKTIENGESELLSCHAFT ADS made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #399 holding.
Financial Gravity Asset Management first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q4 2019 and has held it in 11 quarters since.
Financial Gravity Asset Management's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $1.3M in Q2 2021.
50 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.