LOWM
SRI icon

Laurel Oak Wealth Management’s Stoneridge SRI Stock Holding History

Laurel Oak Wealth Management’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$165K Hold
22,500
– – 0.02% 370
2026
Q1 		$109K Buy
+22,500
New +$154K 0.02% 351

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Laurel Oak Wealth Management's SRI Position: Q2 2026 in Review

Laurel Oak Wealth Management held its Stoneridge (SRI) position steady in Q2 2026 at 22,500 shares worth $165K. The position accounts for 0.02% of the portfolio, ranked #370.

Laurel Oak Wealth Management first reported a position in SRI in Q1 2026 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • Laurel Oak Wealth Management held 22,500 shares of Stoneridge worth $165K as of Q2 2026.
  • Laurel Oak Wealth Management left its Stoneridge share count unchanged in Q2 2026.
  • Stoneridge made up 0.02% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #370 holding.
  • Laurel Oak Wealth Management first reported a position in Stoneridge in Q1 2026 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.