Karpus Investment Management’s Stellar V Capital Corp SVCC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.1M Hold
294,000
0.09% 155
2026
Q1
$3.07M Sell
294,000
-1,500
-0.5% -$15.6K 0.1% 155
2025
Q4
$3.06M Sell
295,500
-1,800
-0.6% -$18.7K 0.09% 153
2025
Q3
$3.06M Sell
297,300
-17,550
-6% -$180K 0.1% 137
2025
Q2
$3.2M Buy
314,850
+99,500
+46% +$1M 0.1% 138
2025
Q1
$2.15M Buy
+215,350
New +$2.15M 0.07% 150

Other funds holding SVCC

Karpus Investment Management's SVCC Position: Q2 2026 in Review

Karpus Investment Management held its Stellar V Capital Corp (SVCC) position steady in Q2 2026 at 294,000 shares worth $3.1M. The position accounts for 0.09% of the portfolio, ranked #155.

Karpus Investment Management first reported a position in SVCC in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.2M in Q2 2025. 43 funds tracked by Wall St. Rank hold SVCC as of Q2 2026.

  • Karpus Investment Management held 294,000 shares of Stellar V Capital Corp worth $3.1M as of Q2 2026.
  • Karpus Investment Management left its Stellar V Capital Corp share count unchanged in Q2 2026.
  • Stellar V Capital Corp made up 0.09% of Karpus Investment Management's portfolio in Q2 2026, its #155 holding.
  • Karpus Investment Management first reported a position in Stellar V Capital Corp in Q1 2025 and has held it in 6 quarters since.
  • Karpus Investment Management's Stellar V Capital Corp position peaked at $3.2M in Q2 2025.
  • 43 funds tracked by Wall St. Rank held Stellar V Capital Corp as of Q2 2026.

Based on Karpus Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.