GSWA
O icon

Good Steward Wealth Advisors’s Realty Income O Stock Holding History

Good Steward Wealth Advisors’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,894
Closed -$342K – 118
2025
Q1 		$342K Buy
+5,894
New +$326K 0.31% 82

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Good Steward Wealth Advisors's O Position: Q2 2025 in Review

Good Steward Wealth Advisors sold out of Realty Income (O) in Q2 2025, closing a stake of 5,894 shares — an estimated $342K sold.

Good Steward Wealth Advisors first reported a position in O in Q1 2025 and held it in 1 quarter. The position peaked at $342K in Q1 2025. 1,283 funds tracked by Wall St. Rank hold O as of Q2 2025.

  • Good Steward Wealth Advisors reported no remaining Realty Income position as of Q2 2025 after selling out during the quarter.
  • Good Steward Wealth Advisors sold 5,894 Realty Income shares in Q2 2025, an estimated $342K.
  • Good Steward Wealth Advisors first reported a position in Realty Income in Q1 2025 and held it in 1 quarter.
  • Good Steward Wealth Advisors's Realty Income position peaked at $342K in Q1 2025.
  • 1,283 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on Good Steward Wealth Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.