MWM
SFIX

Mascoma Wealth Management’s Stitch Fix SFIX Stock Holding History

Mascoma Wealth Management’s Portfolio SFIX Stock Details SFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-70
Closed -$305 – 515
2025
Q3 		$305 Hold
70
– – ﹤0.01% 449
2025
Q2 		$259 Hold
70
– – ﹤0.01% 458
2025
Q1 		$228 Buy
+70
New +$319 ﹤0.01% 490

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $57.9M AUM 1.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mascoma Wealth Management's SFIX Position: Q4 2025 in Review

Mascoma Wealth Management sold out of Stitch Fix (SFIX) in Q4 2025, closing a stake of 70 shares — an estimated $305 sold.

Mascoma Wealth Management first reported a position in SFIX in Q1 2025 and held it in 3 quarters. The position peaked at $305 in Q3 2025. 184 funds tracked by Wall St. Rank hold SFIX as of Q4 2025.

  • Mascoma Wealth Management reported no remaining Stitch Fix position as of Q4 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 70 Stitch Fix shares in Q4 2025, an estimated $305.
  • Mascoma Wealth Management first reported a position in Stitch Fix in Q1 2025 and held it in 3 quarters.
  • Mascoma Wealth Management's Stitch Fix position peaked at $305 in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2025.

Based on Mascoma Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.