Journey Strategic Wealth’s American Superconductor AMSC Stock Holding History

Journey Strategic Wealth’s Portfolio AMSC Stock Details AMSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.05M	Buy	31,117 +4,720	+18%	+$149K	0.03%	171
2025 Q4	$760K	Buy	+26,397	New	+$1.14M	0.02%	224
2025 Q2	–	Sell	-17,542	Closed	-$318K	–	663
2025 Q1	$318K	Buy	+17,542	New	+$437K	0.01%	318
2023 Q3	–	Sell	-17,375	Closed	-$109K	–	204
2023 Q2	$109K	Sell	17,375 -20,000	-54%	-$97.5K	﹤0.01%	189
2023 Q1	$184K	Buy	37,375 +2,375	+7%	+$11.9K	0.02%	233
2022 Q4	$129K	Hold	35,000	–	–	0.02%	230
2022 Q3	$153K	Hold	35,000	–	–	0.02%	169
2022 Q2	$181K	Hold	35,000	–	–	0.02%	108
2022 Q1	$266K	Hold	35,000	–	–	0.03%	113
2021 Q4	$381K	Buy	+35,000	New	+$505K	0.04%	95

Other funds holding AMSC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return