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Formidable Asset Management’s Starwood Property Trust STWD Stock Holding History

Formidable Asset Management’s Portfolio STWD Stock Details STWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$206K Sell
11,989
-2,383
-17% -$41.5K 0.03% 368
2026
Q1 		$259K Sell
14,372
-3,224
-18% -$57.9K 0.04% 340
2025
Q4 		$341K Sell
17,596
-2,249
-11% -$41.4K 0.05% 313
2025
Q3 		$398K Buy
19,845
+981
+5% +$19.8K 0.06% 281
2025
Q2 		$373K Hold
18,864
– – 0.06% 279
2025
Q1 		$373K Buy
18,864
+74
+0.4% +$1.45K 0.06% 278
2024
Q4 		$356K Buy
18,790
+70
+0.4% +$1.39K 0.06% 278
2024
Q3 		$382K Sell
18,720
-11
-0.1% -$220 0.06% 257
2024
Q2 		$355K Buy
18,731
+99
+0.5% +$1.93K 0.06% 281
2024
Q1 		$379K Buy
+18,632
New +$377K 0.06% 255
2019
Q2 		– Sell
-33,952
Closed -$34K – 326
2019
Q1 		$34K Buy
+33,952
New +$741K 0.01% 177

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Formidable Asset Management's STWD Position: Q2 2026 in Review

Formidable Asset Management reduced its Starwood Property Trust (STWD) stake by 17% in Q2 2026, selling an estimated $41.5K and leaving 11,989 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #368.

Formidable Asset Management first reported a position in STWD in Q1 2019 and has held it in 11 quarters since. The position peaked at $398K in Q3 2025. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Formidable Asset Management held 11,989 shares of Starwood Property Trust worth $206K as of Q2 2026.
  • Formidable Asset Management sold 2,383 Starwood Property Trust shares in Q2 2026, an estimated $41.5K.
  • Starwood Property Trust made up 0.03% of Formidable Asset Management's portfolio in Q2 2026, its #368 holding.
  • Formidable Asset Management first reported a position in Starwood Property Trust in Q1 2019 and has held it in 11 quarters since.
  • Formidable Asset Management's Starwood Property Trust position peaked at $398K in Q3 2025.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.