Legacy Wealth Management (Idaho)’s Stem STEM Stock Holding History

Legacy Wealth Management (Idaho)’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	-10	Closed	-$71	–	859
2025 Q1	$71	Buy	+10	New	+$116	﹤0.01%	806

Other funds holding STEM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s STEM Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Stem (STEM) in Q2 2025, closing a stake of 10 shares — an estimated $71 sold.

Legacy Wealth Management (Idaho) first reported a position in STEM in Q1 2025 and held it in 1 quarter. The position peaked at $71 in Q1 2025. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

Legacy Wealth Management (Idaho) reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 10 Stem shares in Q2 2025, an estimated $71.
Legacy Wealth Management (Idaho) first reported a position in Stem in Q1 2025 and held it in 1 quarter.
Legacy Wealth Management (Idaho)'s Stem position peaked at $71 in Q1 2025.
81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.