GenTrust’s Stagwell STGW Stock Holding History

GenTrust’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 Q1	$73.6K	Sell	11,698 -20,111	-63%	-$112K	﹤0.01%	279
2025 Q4	$156K	Buy	+31,809	New	+$166K	0.01%	279

Other funds holding STGW

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACM

ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GenTrust's STGW Position: Q1 2026 in Review

GenTrust reduced its Stagwell (STGW) stake by 63% in Q1 2026, selling an estimated $112K and leaving 11,698 shares worth $73.6K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

GenTrust first reported a position in STGW in Q4 2025 and has held it in 2 quarters since. The position peaked at $156K in Q4 2025. 183 funds tracked by Wall St. Rank hold STGW as of Q1 2026.

GenTrust held 11,698 shares of Stagwell worth $73.6K as of Q1 2026.
GenTrust sold 20,111 Stagwell shares in Q1 2026, an estimated $112K.
Stagwell made up ﹤0.01% of GenTrust's portfolio in Q1 2026, its #279 holding.
GenTrust first reported a position in Stagwell in Q4 2025 and has held it in 2 quarters since.
GenTrust's Stagwell position peaked at $156K in Q4 2025.
183 funds tracked by Wall St. Rank held Stagwell as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.