Harbour Investments’s Stem STEM Stock Holding History

Harbour Investments’s Portfolio STEM Stock Details STEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$504	Buy	+57	New	+$765	﹤0.01%	4255
2025 Q4	–	Sell	-115	Closed	-$2.02K	–	4011
2025 Q3	$2.02K	Buy	115 +112	+3,733%	+$1.58K	﹤0.01%	3268
2025 Q2	$19	Sell	3 -15	-83%	-$134	﹤0.01%	3576
2025 Q1	$125	Hold	18	–	–	﹤0.01%	3456
2024 Q4	$215	Hold	18	–	–	﹤0.01%	3365
2024 Q3	$124	Hold	18	–	–	﹤0.01%	3303
2024 Q2	$395	Hold	18	–	–	﹤0.01%	3107
2024 Q1	$780	Hold	18	–	–	﹤0.01%	2978
2023 Q4	$1.38K	Buy	+18	New	+$1.24K	﹤0.01%	2764
2023 Q2	–	Sell	-2	Closed	-$255	–	3117
2023 Q1	$255	Sell	2 -15	-88%	-$2.54K	﹤0.01%	2860
2022 Q4	$3.04K	Buy	+17	New	+$4.08K	﹤0.01%	2400
2021 Q4	$4K	Sell	10 -23	-70%	-$9.97K	﹤0.01%	2264
2021 Q3	$16K	Buy	33 +10	+43%	+$5.26K	﹤0.01%	2423
2021 Q2	$17K	Buy	+23	New	+$12.5K	﹤0.01%	2445

Other funds holding STEM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

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

Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harbour Investments's STEM Position: Q1 2026 in Review

Harbour Investments opened a new position in Stem (STEM) in Q1 2026: 57 shares worth $504. The stake represents ﹤0.01% of the portfolio and ranks #4255 among its holdings. This is a return to the name: Harbour Investments previously reported a position in STEM as recently as Q3 2025.

Harbour Investments first reported a position in STEM in Q2 2021 and has held it in 14 quarters since. The position peaked at $17K in Q2 2021. 75 funds tracked by Wall St. Rank hold STEM as of Q1 2026.

Harbour Investments held 57 shares of Stem worth $504 as of Q1 2026.
Stem was a new Harbour Investments position in Q1 2026.
Stem made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #4255 holding.
Harbour Investments first reported a position in Stem in Q2 2021 and has held it in 14 quarters since.
Harbour Investments's Stem position peaked at $17K in Q2 2021.
75 funds tracked by Wall St. Rank held Stem as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.