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Mascoma Wealth Management’s Star Bulk Carriers SBLK Stock Holding History

Mascoma Wealth Management’s Portfolio SBLK Stock Details SBLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-450
Closed -$7K – 495
2025
Q1 		$7K Sell
450
-856
-66% -$13.3K ﹤0.01% 365
2024
Q4 		$19.5K Buy
+1,306
New +$24.3K ﹤0.01% 275

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OCM
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Mascoma Wealth Management's SBLK Position: Q2 2025 in Review

Mascoma Wealth Management sold out of Star Bulk Carriers (SBLK) in Q2 2025, closing a stake of 450 shares — an estimated $7K sold.

Mascoma Wealth Management first reported a position in SBLK in Q4 2024 and held it in 2 quarters. The position peaked at $19.5K in Q4 2024. 173 funds tracked by Wall St. Rank hold SBLK as of Q2 2025.

  • Mascoma Wealth Management reported no remaining Star Bulk Carriers position as of Q2 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 450 Star Bulk Carriers shares in Q2 2025, an estimated $7K.
  • Mascoma Wealth Management first reported a position in Star Bulk Carriers in Q4 2024 and held it in 2 quarters.
  • Mascoma Wealth Management's Star Bulk Carriers position peaked at $19.5K in Q4 2024.
  • 173 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q2 2025.

Based on Mascoma Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.