Hennion & Walsh Asset Management’s Stitch Fix SFIX Stock Holding History

Hennion & Walsh Asset Management’s Portfolio SFIX Stock Details SFIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$32.2K	Buy	12,590 +982	+8%	+$3.35K	﹤0.01%	969
2026 Q2	$47.7K	Buy	+11,608	New	+$42.2K	﹤0.01%	955
2022 Q3	–	Sell	-37,056	Closed	-$183K	–	798
2022 Q2	$183K	Sell	37,056 -788	-2%	-$6.59K	0.01%	729
2022 Q1	$381K	Sell	37,844 -20,465	-35%	-$283K	0.02%	576
2021 Q4	$1.1M	Buy	58,309 +368	+0.6%	+$10.5K	0.05%	333
2021 Q3	$2.31M	Sell	57,941 -15,929	-22%	-$745K	0.12%	223
2021 Q2	$4.45M	Sell	73,870 -1,982	-3%	-$101K	0.24%	104
2021 Q1	$3.76M	Buy	+75,852	New	+$5.34M	0.23%	114

Other funds holding SFIX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Hennion & Walsh Asset Management's SFIX Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its Stitch Fix (SFIX) stake by 8.5% in Q3 2026, buying an estimated $3.35K and bringing the position to 12,590 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Hennion & Walsh Asset Management first reported a position in SFIX in Q1 2021 and has held it in 8 quarters since. The position peaked at $4.45M in Q2 2021. 10 funds tracked by Wall St. Rank hold SFIX as of Q3 2026.

Hennion & Walsh Asset Management held 12,590 shares of Stitch Fix worth $32.2K as of Q3 2026.
Hennion & Walsh Asset Management bought 982 Stitch Fix shares in Q3 2026, an estimated $3.35K.
Stitch Fix made up ﹤0.01% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #969 holding.
Hennion & Walsh Asset Management first reported a position in Stitch Fix in Q1 2021 and has held it in 8 quarters since.
Hennion & Walsh Asset Management's Stitch Fix position peaked at $4.45M in Q2 2021.
10 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.