FMWA
SPLP

Forvis Mazars Wealth Advisors’s STEEL PARTNERS HOLDINGS L.P. SPLP Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio SPLP Stock Details SPLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,051
Closed -$343K – 432
2024
Q4 		$343K Hold
8,051
– – 0.01% 361
2024
Q3 		$330K Buy
+8,051
New +$313K 0.01% 371
2023
Q2 		– Sell
-9,255
Closed -$406K – 426
2023
Q1 		$406K Hold
9,255
– – 0.01% 289
2022
Q4 		$396K Hold
9,255
– – 0.01% 290
2022
Q3 		$384K Hold
9,255
– – 0.02% 288
2022
Q2 		$388K Buy
+9,255
New +$390K 0.02% 286

Other funds holding SPLP

GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
NSEDCP
NJ State Employees Deferred Compensation Plan Trenton, New Jersey $906M AUM 24.85% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SPLP Position: Q1 2025 in Review

Forvis Mazars Wealth Advisors sold out of STEEL PARTNERS HOLDINGS L.P. (SPLP) in Q1 2025, closing a stake of 8,051 shares — an estimated $343K sold.

Forvis Mazars Wealth Advisors first reported a position in SPLP in Q2 2022 and held it in 6 quarters. The position peaked at $406K in Q1 2023. 12 funds tracked by Wall St. Rank hold SPLP as of Q1 2025.

  • Forvis Mazars Wealth Advisors reported no remaining STEEL PARTNERS HOLDINGS L.P. position as of Q1 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 8,051 STEEL PARTNERS HOLDINGS L.P. shares in Q1 2025, an estimated $343K.
  • Forvis Mazars Wealth Advisors first reported a position in STEEL PARTNERS HOLDINGS L.P. in Q2 2022 and held it in 6 quarters.
  • Forvis Mazars Wealth Advisors's STEEL PARTNERS HOLDINGS L.P. position peaked at $406K in Q1 2023.
  • 12 funds tracked by Wall St. Rank held STEEL PARTNERS HOLDINGS L.P. as of Q1 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.