HVP
STEW

Hudson Value Partners’s SRH Total Return Fund STEW Stock Holding History

Hudson Value Partners’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
2025
Q2 		– Sell
-12,208
Closed -$211K – 114
2025
Q1 		$211K Hold
12,208
– – 0.08% 96
2024
Q4 		$196K Hold
12,208
– – 0.07% 92
2024
Q3 		$193K Buy
+12,208
New +$186K 0.07% 97

Other funds holding STEW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Hudson Value Partners's STEW Position: Q2 2025 in Review

Hudson Value Partners sold out of SRH Total Return Fund (STEW) in Q2 2025, closing a stake of 12,208 shares — an estimated $211K sold.

Hudson Value Partners first reported a position in STEW in Q3 2024 and held it in 3 quarters. The position peaked at $211K in Q1 2025. 114 funds tracked by Wall St. Rank hold STEW as of Q2 2025.

  • Hudson Value Partners reported no remaining SRH Total Return Fund position as of Q2 2025 after selling out during the quarter.
  • Hudson Value Partners sold 12,208 SRH Total Return Fund shares in Q2 2025, an estimated $211K.
  • Hudson Value Partners first reported a position in SRH Total Return Fund in Q3 2024 and held it in 3 quarters.
  • Hudson Value Partners's SRH Total Return Fund position peaked at $211K in Q1 2025.
  • 114 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2025.

Based on Hudson Value Partners's 13F filing for Q2 2025, filed 18 Jul 2025.