HWM
STEM icon

HB Wealth Management’s Stem STEM Stock Holding History

HB Wealth Management’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
2025
Q2 		– Sell
-1,473
Closed -$10.3K – 1289
2025
Q1 		$10.3K Buy
1,473
+8
+0.5% +$93 ﹤0.01% 1217
2024
Q4 		$17.7K Hold
1,465
– – ﹤0.01% 1063
2024
Q3 		$10.2K Sell
1,465
-122
-8% -$1.92K ﹤0.01% 977
2024
Q2 		$35.2K Sell
1,587
-6
-0.4% -$176 ﹤0.01% 912
2024
Q1 		$69.8K Buy
1,593
+66
+4% +$3.67K ﹤0.01% 827
2023
Q4 		$119K Sell
1,527
-23
-1% -$1.59K ﹤0.01% 761
2023
Q3 		$131K Hold
1,550
– – ﹤0.01% 736
2023
Q2 		$177K Buy
1,550
+25
+2% +$2.48K ﹤0.01% 691
2023
Q1 		$173K Hold
1,525
– – ﹤0.01% 684
2022
Q4 		$273K Buy
+1,525
New +$366K 0.01% 542

Other funds holding STEM

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HB Wealth Management's STEM Position: Q2 2025 in Review

HB Wealth Management sold out of Stem (STEM) in Q2 2025, closing a stake of 1,473 shares — an estimated $10.3K sold.

HB Wealth Management first reported a position in STEM in Q4 2022 and held it in 10 quarters. The position peaked at $273K in Q4 2022. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

  • HB Wealth Management reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
  • HB Wealth Management sold 1,473 Stem shares in Q2 2025, an estimated $10.3K.
  • HB Wealth Management first reported a position in Stem in Q4 2022 and held it in 10 quarters.
  • HB Wealth Management's Stem position peaked at $273K in Q4 2022.
  • 81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on HB Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.