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Intentional Wealth Strategies’s Stewart Information Services STC Stock Holding History

Intentional Wealth Strategies’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-180
Closed -$11.1K – 786
2026
Q1 		$11.1K Buy
+180
New +$12K 0.01% 367

Other funds holding STC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Intentional Wealth Strategies's STC Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Stewart Information Services (STC) in Q2 2026, closing a stake of 180 shares — an estimated $11.1K sold.

Intentional Wealth Strategies first reported a position in STC in Q1 2026 and held it in 1 quarter. The position peaked at $11.1K in Q1 2026. 247 funds tracked by Wall St. Rank hold STC as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Stewart Information Services position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 180 Stewart Information Services shares in Q2 2026, an estimated $11.1K.
  • Intentional Wealth Strategies first reported a position in Stewart Information Services in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Stewart Information Services position peaked at $11.1K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Stewart Information Services as of Q2 2026.

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