HighTower Advisors
STEW

HighTower Advisors’s SRH Total Return Fund STEW Stock Holding History

HighTower Advisors’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 		$1.85M Sell
103,631
-3,516
-3% -$62.1K ﹤0.01% 1823
2026
Q1 		$1.83M Sell
107,147
-7,017
-6% -$125K ﹤0.01% 1774
2025
Q4 		$2.12M Sell
114,164
-2,698
-2% -$48.5K ﹤0.01% 1635
2025
Q3 		$2.12M Sell
116,862
-4,157
-3% -$74.7K ﹤0.01% 1602
2025
Q2 		$2.14M Buy
121,019
+22,345
+23% +$384K ﹤0.01% 1527
2025
Q1 		$1.7M Sell
98,674
-5,386
-5% -$89.1K ﹤0.01% 1619
2024
Q4 		$1.67M Buy
104,060
+1,702
+2% +$27.3K ﹤0.01% 1626
2024
Q3 		$1.62M Sell
102,358
-3,456
-3% -$52.8K ﹤0.01% 1634
2024
Q2 		$1.54M Buy
105,814
+3,824
+4% +$55.4K ﹤0.01% 1595
2024
Q1 		$1.53M Buy
101,990
+5,821
+6% +$83.7K ﹤0.01% 1566
2023
Q4 		$1.34M Sell
96,169
-6,706
-7% -$88.3K ﹤0.01% 1685
2023
Q3 		$1.34M Sell
102,875
-8,530
-8% -$115K ﹤0.01% 1596
2023
Q2 		$1.48M Buy
111,405
+41,466
+59% +$526K ﹤0.01% 1522
2023
Q1 		$859K Buy
69,939
+6,370
+10% +$80.3K ﹤0.01% 1765
2022
Q4 		$806K Buy
+63,569
New +$782K ﹤0.01% 1804
2019
Q3 		– Sell
-11,492
Closed -$129K – 2538
2019
Q2 		$129K Sell
11,492
-4,330
-27% -$47.5K ﹤0.01% 2131
2019
Q1 		$169K Sell
15,822
-9,786
-38% -$104K ﹤0.01% 1992
2018
Q4 		$266K Buy
25,608
+1,232
+5% +$13.1K ﹤0.01% 1668
2018
Q3 		$270K Buy
24,376
+8,200
+51% +$89.9K ﹤0.01% 1782
2018
Q2 		$167K Sell
16,176
-1,623
-9% -$17.4K ﹤0.01% 1939
2018
Q1 		$190K Sell
17,799
-1,050
-6% -$11.8K ﹤0.01% 1888
2017
Q4 		$209K Buy
18,849
+2,575
+16% +$27.4K ﹤0.01% 1896
2017
Q3 		$165K Sell
16,274
-13,811
-46% -$137K ﹤0.01% 1943
2017
Q2 		$293K Sell
30,085
-498
-2% -$4.72K ﹤0.01% 1636
2017
Q1 		$285K Sell
30,583
-1,000
-3% -$9.22K ﹤0.01% 1581
2016
Q4 		$280K Buy
31,583
+3,747
+13% +$32K ﹤0.01% 1505
2016
Q3 		$232K Buy
+27,836
New +$234K ﹤0.01% 1569

Other funds holding STEW

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

HighTower Advisors's STEW Position: Q2 2026 in Review

HighTower Advisors reduced its SRH Total Return Fund (STEW) stake by 3.3% in Q2 2026, selling an estimated $62.1K and leaving 103,631 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

HighTower Advisors first reported a position in STEW in Q3 2016 and has held it in 27 quarters since. The position peaked at $2.14M in Q2 2025. 71 funds tracked by Wall St. Rank hold STEW as of Q2 2026.

  • HighTower Advisors held 103,631 shares of SRH Total Return Fund worth $1.85M as of Q2 2026.
  • HighTower Advisors sold 3,516 SRH Total Return Fund shares in Q2 2026, an estimated $62.1K.
  • SRH Total Return Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1823 holding.
  • HighTower Advisors first reported a position in SRH Total Return Fund in Q3 2016 and has held it in 27 quarters since.
  • HighTower Advisors's SRH Total Return Fund position peaked at $2.14M in Q2 2025.
  • 71 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.