First Trust Advisors’s Stagwell STGW Stock Holding History

First Trust Advisors’s Portfolio STGW Stock Details STGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.7M	Buy	1,439,678 +766,036	+114%	+$5.08M	0.01%	1187
2026 Q1	$4.24M	Buy	673,642 +233,489	+53%	+$1.31M	﹤0.01%	1540
2025 Q4	$2.15M	Buy	440,153 +240,093	+120%	+$1.25M	﹤0.01%	1850
2025 Q3	$1.13M	Hold	200,060	–	–	﹤0.01%	2060
2025 Q2	$900K	Buy	200,060 +60	+0%	+$302	﹤0.01%	2093
2025 Q1	$1.21M	Hold	200,000	–	–	﹤0.01%	1985
2024 Q4	$1.32M	Buy	+200,000	New	+$1.43M	﹤0.01%	1968

Other funds holding STGW

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ACM

ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors's STGW Position: Q2 2026 in Review

First Trust Advisors increased its Stagwell (STGW) stake by 114% in Q2 2026, buying an estimated $5.08M and bringing the position to 1,439,678 shares worth $10.7M. The position accounts for 0.01% of the portfolio, ranked #1187.

First Trust Advisors first reported a position in STGW in Q4 2024 and has held it in 7 quarters since. 183 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

First Trust Advisors held 1,439,678 shares of Stagwell worth $10.7M as of Q2 2026.
First Trust Advisors bought 766,036 Stagwell shares in Q2 2026, an estimated $5.08M.
Stagwell made up 0.01% of First Trust Advisors's portfolio in Q2 2026, its #1187 holding.
First Trust Advisors first reported a position in Stagwell in Q4 2024 and has held it in 7 quarters since.
183 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.