Kellett Wealth Advisors’s ScanTech AI Systems STAI Stock Holding History

Kellett Wealth Advisors’s Portfolio STAI Stock Details STAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-500	Closed	-$4.15K	–	83
2025 Q3	$4.15K	Buy	+500	New	+$5.46K	﹤0.01%	75

Other funds holding STAI

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MTCM

Mint Tower Capital Management Amsterdam, Netherlands $1.12B AUM 18.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Kellett Wealth Advisors's STAI Position: Q4 2025 in Review

Kellett Wealth Advisors sold out of ScanTech AI Systems (STAI) in Q4 2025, closing a stake of 500 shares — an estimated $4.15K sold.

Kellett Wealth Advisors first reported a position in STAI in Q3 2025 and held it in 1 quarter. The position peaked at $4.15K in Q3 2025. 8 funds tracked by Wall St. Rank hold STAI as of Q4 2025.

Kellett Wealth Advisors reported no remaining ScanTech AI Systems position as of Q4 2025 after selling out during the quarter.
Kellett Wealth Advisors sold 500 ScanTech AI Systems shares in Q4 2025, an estimated $4.15K.
Kellett Wealth Advisors first reported a position in ScanTech AI Systems in Q3 2025 and held it in 1 quarter.
Kellett Wealth Advisors's ScanTech AI Systems position peaked at $4.15K in Q3 2025.
8 funds tracked by Wall St. Rank held ScanTech AI Systems as of Q4 2025.

Based on Kellett Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.