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Kestra Private Wealth Services’s Stem STEM Stock Holding History

Kestra Private Wealth Services’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,925
Closed -$13.5K – 1673
2025
Q1 		$13.5K Buy
1,925
+800
+71% +$9.27K ﹤0.01% 1497
2024
Q4 		$13.6K Buy
1,125
+175
+18% +$1.51K ﹤0.01% 1410
2024
Q3 		$6.62K Sell
950
-325
-25% -$5.12K ﹤0.01% 1362
2024
Q2 		$28.3K Sell
1,275
-20
-2% -$586 ﹤0.01% 1328
2024
Q1 		$56.7K Buy
1,295
+45
+4% +$2.5K ﹤0.01% 1261
2023
Q4 		$97K Buy
1,250
+302
+32% +$20.8K ﹤0.01% 1145
2023
Q3 		$80.3K Buy
948
+56
+6% +$6.4K ﹤0.01% 1094
2023
Q2 		$102K Buy
892
+235
+36% +$23.3K ﹤0.01% 1009
2023
Q1 		$74.5K Buy
+657
New +$111K ﹤0.01% 993
2021
Q3 		– Sell
-299
Closed -$215K – 967
2021
Q2 		$215K Buy
+299
New +$163K 0.01% 788

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kestra Private Wealth Services's STEM Position: Q2 2025 in Review

Kestra Private Wealth Services sold out of Stem (STEM) in Q2 2025, closing a stake of 1,925 shares — an estimated $13.5K sold.

Kestra Private Wealth Services first reported a position in STEM in Q2 2021 and held it in 10 quarters. The position peaked at $215K in Q2 2021. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

  • Kestra Private Wealth Services reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 1,925 Stem shares in Q2 2025, an estimated $13.5K.
  • Kestra Private Wealth Services first reported a position in Stem in Q2 2021 and held it in 10 quarters.
  • Kestra Private Wealth Services's Stem position peaked at $215K in Q2 2021.
  • 81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on Kestra Private Wealth Services's 13F filing for Q2 2025, filed 7 Aug 2025.