FW
SMWB icon

FullCircle Wealth’s Similarweb SMWB Stock Holding History

FullCircle Wealth’s Portfolio SMWB Stock Details SMWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$125K Buy
+15,000
New +$134K 0.04% 259
2025
Q2 		– Sell
-14,140
Closed -$106K – 274
2025
Q1 		$106K Buy
+14,140
New +$174K 0.04% 242

Other funds holding SMWB

N
Naspers South Africa $253M AUM 25.32% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UM
Ulysses Management New York $802M AUM 5.35% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

FullCircle Wealth's SMWB Position: Q3 2025 in Review

FullCircle Wealth opened a new position in Similarweb (SMWB) in Q3 2025: 15,000 shares worth $125K. The stake represents 0.04% of the portfolio and ranks #259 among its holdings. This is a return to the name: FullCircle Wealth previously reported a position in SMWB as recently as Q1 2025.

FullCircle Wealth first reported a position in SMWB in Q1 2025 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold SMWB as of Q3 2025.

  • FullCircle Wealth held 15,000 shares of Similarweb worth $125K as of Q3 2025.
  • Similarweb was a new FullCircle Wealth position in Q3 2025.
  • Similarweb made up 0.04% of FullCircle Wealth's portfolio in Q3 2025, its #259 holding.
  • FullCircle Wealth first reported a position in Similarweb in Q1 2025 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held Similarweb as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.