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Institute for Wealth Management’s Stagwell STGW Stock Holding History

Institute for Wealth Management’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
2025
Q4 		– Sell
-51,309
Closed -$289K – 584
2025
Q3 		$289K Hold
51,309
– – 0.03% 459
2025
Q2 		$231K Hold
51,309
– – 0.03% 505
2025
Q1 		$310K Buy
51,309
+1,647
+3% +$10.4K 0.04% 407
2024
Q4 		$327K Hold
49,662
– – 0.04% 379
2024
Q3 		$349K Sell
49,662
-3,757
-7% -$25.7K 0.04% 376
2024
Q2 		$364K Hold
53,419
– – 0.05% 350
2024
Q1 		$332K Buy
+53,419
New +$334K 0.04% 368

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Institute for Wealth Management's STGW Position: Q4 2025 in Review

Institute for Wealth Management sold out of Stagwell (STGW) in Q4 2025, closing a stake of 51,309 shares — an estimated $289K sold.

Institute for Wealth Management first reported a position in STGW in Q1 2024 and held it in 7 quarters. The position peaked at $364K in Q2 2024. 171 funds tracked by Wall St. Rank hold STGW as of Q4 2025.

  • Institute for Wealth Management reported no remaining Stagwell position as of Q4 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 51,309 Stagwell shares in Q4 2025, an estimated $289K.
  • Institute for Wealth Management first reported a position in Stagwell in Q1 2024 and held it in 7 quarters.
  • Institute for Wealth Management's Stagwell position peaked at $364K in Q2 2024.
  • 171 funds tracked by Wall St. Rank held Stagwell as of Q4 2025.

Based on Institute for Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.