Greenwood Gearhart’s SRH Total Return Fund STEW Stock Holding History

Greenwood Gearhart’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	$253K	Hold	14,128	–	–	0.01%	142
2026 Q1	$242K	Hold	14,128	–	–	0.01%	112
2025 Q4	$262K	Hold	14,128	–	–	0.01%	93
2025 Q3	$257K	Buy	+14,128	New	+$254K	0.01%	95

Other funds holding STEW

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JWM

JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

Greenwood Gearhart's STEW Position: Q2 2026 in Review

Greenwood Gearhart held its SRH Total Return Fund (STEW) position steady in Q2 2026 at 14,128 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #142.

Greenwood Gearhart first reported a position in STEW in Q3 2025 and has held it in 4 quarters since. The position peaked at $262K in Q4 2025. 127 funds tracked by Wall St. Rank hold STEW as of Q2 2026.

Greenwood Gearhart held 14,128 shares of SRH Total Return Fund worth $253K as of Q2 2026.
Greenwood Gearhart left its SRH Total Return Fund share count unchanged in Q2 2026.
SRH Total Return Fund made up 0.01% of Greenwood Gearhart's portfolio in Q2 2026, its #142 holding.
Greenwood Gearhart first reported a position in SRH Total Return Fund in Q3 2025 and has held it in 4 quarters since.
Greenwood Gearhart's SRH Total Return Fund position peaked at $262K in Q4 2025.
127 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.