InceptionR’s Stagwell STGW Stock Holding History

InceptionR’s Portfolio STGW Stock Details STGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,224	Closed	-$50K	–	890
2025 Q4	$50K	Buy	+10,224	New	+$53.2K	0.01%	580
2024 Q3	–	Sell	-10,305	Closed	-$70.3K	–	856
2024 Q2	$70.3K	Sell	10,305 -20	-0.2%	-$129	0.02%	552
2024 Q1	$64.2K	Buy	+10,325	New	+$64.6K	0.02%	565

Other funds holding STGW

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACM

ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

InceptionR's STGW Position: Q1 2026 in Review

InceptionR sold out of Stagwell (STGW) in Q1 2026, closing a stake of 10,224 shares — an estimated $50K sold.

InceptionR first reported a position in STGW in Q1 2024 and held it in 3 quarters. The position peaked at $70.3K in Q2 2024. 183 funds tracked by Wall St. Rank hold STGW as of Q1 2026.

InceptionR reported no remaining Stagwell position as of Q1 2026 after selling out during the quarter.
InceptionR sold 10,224 Stagwell shares in Q1 2026, an estimated $50K.
InceptionR first reported a position in Stagwell in Q1 2024 and held it in 3 quarters.
InceptionR's Stagwell position peaked at $70.3K in Q2 2024.
183 funds tracked by Wall St. Rank held Stagwell as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.