Geode Capital Management
SRI icon

Geode Capital Management’s Stoneridge SRI Stock Holding History

Geode Capital Management’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.63M Buy
337,424
+19,578
+6% +$134K ﹤0.01% 3203
2025
Q4 		$1.84M Buy
317,846
+4,545
+1% +$28.6K ﹤0.01% 3200
2025
Q3 		$2.39M Buy
313,301
+4,323
+1% +$34.3K ﹤0.01% 3116
2025
Q2 		$2.18M Sell
308,978
-329,654
-52% -$1.61M ﹤0.01% 3113
2025
Q1 		$2.93M Buy
638,632
+19,604
+3% +$99.7K ﹤0.01% 2898
2024
Q4 		$3.88M Buy
619,028
+2,543
+0.4% +$19.5K ﹤0.01% 2863
2024
Q3 		$6.9M Sell
616,485
-3,603
-0.6% -$51.4K ﹤0.01% 2579
2024
Q2 		$9.9M Buy
620,088
+38,229
+7% +$612K ﹤0.01% 2332
2024
Q1 		$10.7M Buy
581,859
+7,643
+1% +$136K ﹤0.01% 2282
2023
Q4 		$11.2M Buy
574,216
+32,147
+6% +$558K ﹤0.01% 2270
2023
Q3 		$10.9M Buy
542,069
+19,521
+4% +$396K ﹤0.01% 2217
2023
Q2 		$9.85M Buy
522,548
+20,089
+4% +$352K ﹤0.01% 2296
2023
Q1 		$9.4M Buy
502,459
+19,962
+4% +$429K ﹤0.01% 2287
2022
Q4 		$10.4M Buy
482,497
+18,984
+4% +$406K ﹤0.01% 2244
2022
Q3 		$7.86M Sell
463,513
-645
-0.1% -$12.1K ﹤0.01% 2408
2022
Q2 		$7.96M Buy
464,158
+9,180
+2% +$174K ﹤0.01% 2416
2022
Q1 		$9.45M Buy
454,978
+11,056
+2% +$203K ﹤0.01% 2382
2021
Q4 		$8.76M Buy
443,922
+3,900
+0.9% +$82.4K ﹤0.01% 2546
2021
Q3 		$8.97M Buy
440,022
+8,427
+2% +$209K ﹤0.01% 2531
2021
Q2 		$12.7M Buy
431,595
+2,318
+0.5% +$73.4K ﹤0.01% 2292
2021
Q1 		$13.7M Buy
429,277
+44,805
+12% +$1.42M ﹤0.01% 2132
2020
Q4 		$11.6M Buy
384,472
+4,362
+1% +$113K ﹤0.01% 2062
2020
Q3 		$6.98M Sell
380,110
-2,886
-0.8% -$58.9K ﹤0.01% 2190
2020
Q2 		$7.91M Buy
382,996
+10,929
+3% +$205K ﹤0.01% 2073
2020
Q1 		$6.23M Buy
372,067
+25,751
+7% +$639K ﹤0.01% 2012
2019
Q4 		$10.2M Buy
346,316
+1,437
+0.4% +$44.2K ﹤0.01% 2001
2019
Q3 		$10.7M Buy
344,879
+8,945
+3% +$281K ﹤0.01% 1890
2019
Q2 		$10.6M Buy
335,934
+4,030
+1% +$119K ﹤0.01% 1907
2019
Q1 		$9.58M Buy
331,904
+21,716
+7% +$594K ﹤0.01% 1918
2018
Q4 		$7.65M Buy
310,188
+20,602
+7% +$524K ﹤0.01% 1962
2018
Q3 		$8.61M Buy
289,586
+29,806
+11% +$945K ﹤0.01% 2035
2018
Q2 		$9.13M Buy
259,780
+37,543
+17% +$1.14M ﹤0.01% 1946
2018
Q1 		$6.13M Buy
222,237
+4,877
+2% +$119K ﹤0.01% 2110
2017
Q4 		$4.97M Buy
217,360
+2,387
+1% +$53.3K ﹤0.01% 2221
2017
Q3 		$4.26M Sell
214,973
-4,210
-2% -$69.7K ﹤0.01% 2298
2017
Q2 		$3.38M Sell
219,183
-25,702
-10% -$431K ﹤0.01% 2420
2017
Q1 		$4.44M Buy
244,885
+8,355
+4% +$147K ﹤0.01% 2185
2016
Q4 		$4.18M Buy
236,530
+27,928
+13% +$472K ﹤0.01% 2180
2016
Q3 		$3.84M Buy
208,602
+7,855
+4% +$135K ﹤0.01% 2131
2016
Q2 		$3M Buy
200,747
+34,405
+21% +$519K ﹤0.01% 2216
2016
Q1 		$2.42K Buy
166,342
+9,813
+6% +$123K ﹤0.01% 2340
2015
Q4 		$2.32M Buy
156,529
+1,363
+0.9% +$18.3K ﹤0.01% 2382
2015
Q3 		$1.91M Buy
155,166
+1,044
+0.7% +$12.4K ﹤0.01% 2470
2015
Q2 		$1.8M Buy
154,122
+7,317
+5% +$88.3K ﹤0.01% 2562
2015
Q1 		$1.66M Buy
146,805
+2,323
+2% +$27.9K ﹤0.01% 2559
2014
Q4 		$1.86M Sell
144,482
-3,251
-2% -$38K ﹤0.01% 2480
2014
Q3 		$1.66M Sell
147,733
-29,529
-17% -$344K ﹤0.01% 2468
2014
Q2 		$1.9M Sell
177,262
-11,312
-6% -$119K ﹤0.01% 2395
2014
Q1 		$2.12M Buy
188,574
+11,379
+6% +$128K ﹤0.01% 2298
2013
Q4 		$2.26M Buy
177,195
+28,732
+19% +$356K ﹤0.01% 2225
2013
Q3 		$1.6M Buy
148,463
+27,451
+23% +$339K ﹤0.01% 2306
2013
Q2 		$1.41M Buy
+121,012
New +$1.12M ﹤0.01% 2252

Other funds holding SRI

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

Geode Capital Management's SRI Position: Q1 2026 in Review

Geode Capital Management increased its Stoneridge (SRI) stake by 6.2% in Q1 2026, buying an estimated $134K and bringing the position to 337,424 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #3203.

Geode Capital Management first reported a position in SRI in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.7M in Q1 2021. 114 funds tracked by Wall St. Rank hold SRI as of Q1 2026.

  • Geode Capital Management held 337,424 shares of Stoneridge worth $1.63M as of Q1 2026.
  • Geode Capital Management bought 19,578 Stoneridge shares in Q1 2026, an estimated $134K.
  • Stoneridge made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #3203 holding.
  • Geode Capital Management first reported a position in Stoneridge in Q2 2013 and has held it in 52 quarters since.
  • Geode Capital Management's Stoneridge position peaked at $13.7M in Q1 2021.
  • 114 funds tracked by Wall St. Rank held Stoneridge as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.