LVZ Inc’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

LVZ Inc’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	$599K	Sell	11,115 -2,775	-20%	-$138K	0.06%	101
2026 Q1	$527K	Hold	13,890	–	–	0.06%	92
2025 Q4	$511K	Hold	13,890	–	–	0.06%	97
2025 Q3	$491K	Hold	13,890	–	–	0.06%	97
2025 Q2	$422K	Sell	13,890 -1,184	-8%	-$33.4K	0.05%	95
2025 Q1	$422K	Hold	15,074	–	–	0.06%	89
2024 Q4	$482K	Sell	15,074 -1,931	-11%	-$64.5K	0.06%	82
2024 Q3	$569K	Sell	17,005 -585	-3%	-$19.1K	0.07%	65
2024 Q2	$586K	Sell	17,590 -165	-0.9%	-$5.25K	0.08%	58
2024 Q1	$566K	Hold	17,755	–	–	0.08%	59
2023 Q4	$561K	Hold	17,755	–	–	0.08%	62
2023 Q3	$483K	Hold	17,755	–	–	0.08%	55
2023 Q2	$544K	Sell	17,755 -1,008	-5%	-$28.4K	0.08%	67
2023 Q1	$522K	Buy	18,763 +43	+0.2%	+$1.13K	0.08%	72
2022 Q4	$435K	Buy	18,720 +6,533	+54%	+$163K	0.07%	77
2022 Q3	$283K	Buy	+12,187	New	+$343K	0.05%	86

Other funds holding STK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LVZ Inc's STK Position: Q2 2026 in Review

LVZ Inc reduced its Columbia Seligman Premium Technology Growth Fund (STK) stake by 20% in Q2 2026, selling an estimated $138K and leaving 11,115 shares worth $599K. The position accounts for 0.06% of the portfolio, ranked #101.

LVZ Inc first reported a position in STK in Q3 2022 and has held it in 16 quarters since. 100 funds tracked by Wall St. Rank hold STK as of Q2 2026.

LVZ Inc held 11,115 shares of Columbia Seligman Premium Technology Growth Fund worth $599K as of Q2 2026.
LVZ Inc sold 2,775 Columbia Seligman Premium Technology Growth Fund shares in Q2 2026, an estimated $138K.
Columbia Seligman Premium Technology Growth Fund made up 0.06% of LVZ Inc's portfolio in Q2 2026, its #101 holding.
LVZ Inc first reported a position in Columbia Seligman Premium Technology Growth Fund in Q3 2022 and has held it in 16 quarters since.
100 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.