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IFP Advisors’s Stem STEM Stock Holding History

IFP Advisors’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
Q2 		$39 Sell
5
-1,473
-100% -$13.7K ﹤0.01% 5040
2026
Q1 		$13.1K Hold
1,478
– – ﹤0.01% 3027
2025
Q4 		$22.2K Sell
1,478
-1
-0.1% -$19 ﹤0.01% 2677
2025
Q3 		$25.9K Buy
1,479
+1,066
+258% +$15.1K ﹤0.01% 2445
2025
Q2 		$283 Buy
413
+408
+8,160% +$3.66K ﹤0.01% 4565
2025
Q1 		$35 Sell
5
-50
-91% -$579 ﹤0.01% 4091
2024
Q4 		$663 Hold
55
– – ﹤0.01% 3357
2024
Q3 		$383 Hold
55
– – ﹤0.01% 3171
2024
Q2 		$1.22K Hold
55
– – ﹤0.01% 2948
2024
Q1 		$2.41K Hold
55
– – ﹤0.01% 2639
2023
Q4 		$4.27K Sell
55
-50
-48% -$3.45K ﹤0.01% 2474
2023
Q3 		$8.9K Sell
105
-3
-3% -$343 ﹤0.01% 2297
2023
Q2 		$12.3K Buy
108
+3
+3% +$298 ﹤0.01% 2222
2023
Q1 		$56.8K Hold
105
– – ﹤0.01% 1513
2022
Q4 		$57K Sell
105
-145
-58% -$34.8K ﹤0.01% 2148
2022
Q3 		$134K Buy
250
+70
+39% +$17.9K ﹤0.01% 1660
2022
Q2 		$98K Hold
180
– – ﹤0.01% 1698
2022
Q1 		$98K Sell
180
-15
-8% -$3.49K ﹤0.01% 1698
2021
Q4 		$74K Hold
195
– – ﹤0.01% 1396
2021
Q3 		$94K Buy
195
+57
+41% +$30K ﹤0.01% 1324
2021
Q2 		$100K Buy
138
+88
+176% +$47.9K ﹤0.01% 1244
2021
Q1 		$27K Buy
+50
New +$32.1K ﹤0.01% 1721

Other funds holding STEM

Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

IFP Advisors's STEM Position: Q2 2026 in Review

IFP Advisors reduced its Stem (STEM) stake by 100% in Q2 2026, selling an estimated $13.7K and leaving 5 shares worth $39. The position accounts for ﹤0.01% of the portfolio, ranked #5040.

IFP Advisors first reported a position in STEM in Q1 2021 and has held it in 22 quarters since. The position peaked at $134K in Q3 2022. 73 funds tracked by Wall St. Rank hold STEM as of Q2 2026.

  • IFP Advisors held 5 shares of Stem worth $39 as of Q2 2026.
  • IFP Advisors sold 1,473 Stem shares in Q2 2026, an estimated $13.7K.
  • Stem made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5040 holding.
  • IFP Advisors first reported a position in Stem in Q1 2021 and has held it in 22 quarters since.
  • IFP Advisors's Stem position peaked at $134K in Q3 2022.
  • 73 funds tracked by Wall St. Rank held Stem as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.