Marshall Wace’s Stoneridge SRI Stock Holding History

Marshall Wace’s Portfolio SRI Stock Details SRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.59M	Sell	490,557 -45,508	-8%	-$312K	﹤0.01%	1546
2026 Q1	$2.59M	Buy	536,065 +134,638	+34%	+$923K	﹤0.01%	1638
2025 Q4	$2.32M	Buy	401,427 +12,932	+3%	+$81.4K	﹤0.01%	1505
2025 Q3	$2.96M	Buy	388,495 +94,508	+32%	+$749K	﹤0.01%	1424
2025 Q2	$2.07M	Buy	293,987 +191,444	+187%	+$938K	﹤0.01%	1547
2025 Q1	$471K	Buy	102,543 +28,593	+39%	+$145K	﹤0.01%	2102
2024 Q4	$464K	Buy	+73,950	New	+$568K	﹤0.01%	2059
2023 Q2	–	Sell	-33,134	Closed	-$620K	–	2942
2023 Q1	$620K	Buy	+33,134	New	+$712K	﹤0.01%	2009
2022 Q2	–	Sell	-35,190	Closed	-$731K	–	3823
2022 Q1	$731K	Sell	35,190 -2,290	-6%	-$42.1K	﹤0.01%	2592
2021 Q4	$740K	Buy	+37,480	New	+$792K	﹤0.01%	2618
2016 Q4	–	Sell	-32,570	Closed	-$599K	–	1106
2016 Q3	$599K	Buy	+32,570	New	+$561K	﹤0.01%	785

Other funds holding SRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EMCIP

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ACA

AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Marshall Wace's SRI Position: Q2 2026 in Review

Marshall Wace reduced its Stoneridge (SRI) stake by 8.5% in Q2 2026, selling an estimated $312K and leaving 490,557 shares worth $3.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

Marshall Wace first reported a position in SRI in Q3 2016 and has held it in 11 quarters since. 111 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

Marshall Wace held 490,557 shares of Stoneridge worth $3.59M as of Q2 2026.
Marshall Wace sold 45,508 Stoneridge shares in Q2 2026, an estimated $312K.
Stoneridge made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1546 holding.
Marshall Wace first reported a position in Stoneridge in Q3 2016 and has held it in 11 quarters since.
111 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.