GRP
STEW icon

Global Retirement Partners’s SRH Total Return Fund STEW Stock Holding History

Global Retirement Partners’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$115K Buy
+6,406
New +$113K ﹤0.01% 1971
2025
Q4 		$148K Buy
8,005
+2,218
+38% +$39.8K ﹤0.01% 1658
2025
Q3 		$105K Buy
5,787
+44
+0.8% +$791 ﹤0.01% 1488
2025
Q2 		$102K Buy
+5,743
New +$98.6K ﹤0.01% 1428
2024
Q4 		$90.5K Buy
5,650
+41
+0.7% +$659 ﹤0.01% 1328
2024
Q3 		$88.6K Buy
5,609
+42
+0.8% +$641 ﹤0.01% 1297
2024
Q2 		$81K Buy
5,567
+44
+0.8% +$637 ﹤0.01% 1300
2024
Q1 		$83.2K Buy
5,523
+44
+0.8% +$632 ﹤0.01% 1165
2023
Q4 		$75.4K Buy
5,479
+46
+0.8% +$605 ﹤0.01% 1179
2023
Q3 		$69.8K Buy
5,433
+41
+0.8% +$552 ﹤0.01% 1092
2023
Q2 		$71.6K Hold
5,392
– – ﹤0.01% 1095
2023
Q1 		$67.7K Buy
5,392
+86
+2% +$1.08K ﹤0.01% 1101
2022
Q4 		$67.4K Buy
5,306
+4,362
+462% +$53.7K ﹤0.01% 968
2022
Q3 		$12K Hold
944
– – ﹤0.01% 1618
2022
Q2 		$11K Hold
944
– – ﹤0.01% 1602
2022
Q1 		$12K Buy
+944
New +$13.5K ﹤0.01% 1560
2021
Q4 		– Sell
-944
Closed -$12K – 1594
2021
Q3 		$12K Hold
944
– – ﹤0.01% 1377
2021
Q2 		$13K Hold
944
– – ﹤0.01% 1322
2021
Q1 		$12K Hold
944
– – ﹤0.01% 1255
2020
Q4 		$11K Buy
+944
New +$9.93K ﹤0.01% 1247

Other funds holding STEW

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

Global Retirement Partners's STEW Position: Q2 2026 in Review

Global Retirement Partners opened a new position in SRH Total Return Fund (STEW) in Q2 2026: 6,406 shares worth $115K. The stake represents ﹤0.01% of the portfolio and ranks #1971 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in STEW as recently as Q4 2025.

Global Retirement Partners first reported a position in STEW in Q4 2020 and has held it in 20 quarters since. The position peaked at $148K in Q4 2025. 127 funds tracked by Wall St. Rank hold STEW as of Q2 2026.

  • Global Retirement Partners held 6,406 shares of SRH Total Return Fund worth $115K as of Q2 2026.
  • SRH Total Return Fund was a new Global Retirement Partners position in Q2 2026.
  • SRH Total Return Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1971 holding.
  • Global Retirement Partners first reported a position in SRH Total Return Fund in Q4 2020 and has held it in 20 quarters since.
  • Global Retirement Partners's SRH Total Return Fund position peaked at $148K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.