LWM
STEW

Lodestone Wealth Management’s SRH Total Return Fund STEW Stock Holding History

Lodestone Wealth Management’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.58K Hold
200
– – ﹤0.01% 632
2026
Q1 		$3.42K Hold
200
– – ﹤0.01% 627
2025
Q4 		$3.71K Buy
+200
New +$3.59K ﹤0.01% 621

Other funds holding STEW

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

Lodestone Wealth Management's STEW Position: Q2 2026 in Review

Lodestone Wealth Management held its SRH Total Return Fund (STEW) position steady in Q2 2026 at 200 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Lodestone Wealth Management first reported a position in STEW in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.71K in Q4 2025. 127 funds tracked by Wall St. Rank hold STEW as of Q2 2026.

  • Lodestone Wealth Management held 200 shares of SRH Total Return Fund worth $3.58K as of Q2 2026.
  • Lodestone Wealth Management left its SRH Total Return Fund share count unchanged in Q2 2026.
  • SRH Total Return Fund made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #632 holding.
  • Lodestone Wealth Management first reported a position in SRH Total Return Fund in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's SRH Total Return Fund position peaked at $3.71K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.