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
2026 Q2	$62.4K	Buy	+8,399	New	+$55.6K	0.01%	810
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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ACM

ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Institute for Wealth Management's STGW Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Stagwell (STGW) in Q2 2026: 8,399 shares worth $62.4K. The stake represents 0.01% of the portfolio and ranks #810 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in STGW as recently as Q3 2025.

Institute for Wealth Management first reported a position in STGW in Q1 2024 and has held it in 8 quarters since. The position peaked at $364K in Q2 2024. 183 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

Institute for Wealth Management held 8,399 shares of Stagwell worth $62.4K as of Q2 2026.
Stagwell was a new Institute for Wealth Management position in Q2 2026.
Stagwell made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #810 holding.
Institute for Wealth Management first reported a position in Stagwell in Q1 2024 and has held it in 8 quarters since.
Institute for Wealth Management's Stagwell position peaked at $364K in Q2 2024.
183 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.