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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Laurel Oak Wealth Management's STK Position: Q1 2026 in Review

Laurel Oak Wealth Management reduced its Columbia Seligman Premium Technology Growth Fund (STK) stake by 9.5% in Q1 2026, selling an estimated $89.2K and leaving 21,649 shares worth $821K. The position accounts for 0.14% of the portfolio, ranked #130.

Laurel Oak Wealth Management first reported a position in STK in Q4 2025 and has held it in 2 quarters since. The position peaked at $880K in Q4 2025. 79 funds tracked by Wall St. Rank hold STK as of Q1 2026.

Laurel Oak Wealth Management held 21,649 shares of Columbia Seligman Premium Technology Growth Fund worth $821K as of Q1 2026.
Laurel Oak Wealth Management sold 2,263 Columbia Seligman Premium Technology Growth Fund shares in Q1 2026, an estimated $89.2K.
Columbia Seligman Premium Technology Growth Fund made up 0.14% of Laurel Oak Wealth Management's portfolio in Q1 2026, its #130 holding.
Laurel Oak Wealth Management first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2025 and has held it in 2 quarters since.
Laurel Oak Wealth Management's Columbia Seligman Premium Technology Growth Fund position peaked at $880K in Q4 2025.
79 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.