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 Q3	$34.6K	Buy	+223	New	+$34.6K	0.01%	351
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

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Vaughan David Investments Peoria, Illinois $4.96B AUM 16.36% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Altrius Capital Management New Bern, North Carolina $561M AUM 16.14% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

Financial Gravity Asset Management's SI Position: Q3 2026 in Review

Financial Gravity Asset Management opened a new position in SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q3 2026: 223 shares worth $34.6K. The stake represents 0.01% of the portfolio and ranks #351 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in SI as recently as Q1 2026.

Financial Gravity Asset Management first reported a position in SI in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.3M in Q2 2021. 46 funds tracked by Wall St. Rank hold SI as of Q3 2026.

Financial Gravity Asset Management held 223 shares of SIEMENS AKTIENGESELLSCHAFT ADS worth $34.6K as of Q3 2026.
SIEMENS AKTIENGESELLSCHAFT ADS was a new Financial Gravity Asset Management position in Q3 2026.
SIEMENS AKTIENGESELLSCHAFT ADS made up 0.01% of Financial Gravity Asset Management's portfolio in Q3 2026, its #351 holding.
Financial Gravity Asset Management first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q4 2019 and has held it in 12 quarters since.
Financial Gravity Asset Management's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $1.3M in Q2 2021.
46 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q3 2026.

Based on Financial Gravity Asset Management's 13F filing for Q3 2026, filed 13 Nov 2026.