LOWM
STK

Laurel Oak Wealth Management’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Laurel Oak Wealth Management’s Portfolio STK Stock Details STK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12M Sell
20,877
-772
-4% -$38.4K 0.16% 112
2026
Q1 		$821K Sell
21,649
-2,263
-9% -$89.2K 0.14% 130
2025
Q4 		$880K Buy
+23,912
New +$879K 0.15% 117

Other funds holding STK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $295M AUM
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Laurel Oak Wealth Management reduced its Columbia Seligman Premium Technology Growth Fund (STK) stake by 3.6% in Q2 2026, selling an estimated $38.4K and leaving 20,877 shares worth $1.12M. The position accounts for 0.16% of the portfolio, ranked #112.

Laurel Oak Wealth Management first reported a position in STK in Q4 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold STK as of Q2 2026.

  • Laurel Oak Wealth Management held 20,877 shares of Columbia Seligman Premium Technology Growth Fund worth $1.12M as of Q2 2026.
  • Laurel Oak Wealth Management sold 772 Columbia Seligman Premium Technology Growth Fund shares in Q2 2026, an estimated $38.4K.
  • Columbia Seligman Premium Technology Growth Fund made up 0.16% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Laurel Oak Wealth Management first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2025 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2026.

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