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Medallion Wealth Advisors’s Starwood Property Trust STWD Stock Holding History

Medallion Wealth Advisors’s Portfolio STWD Stock Details STWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.8K Sell
232
-188
-45% -$3.27K ﹤0.01% 899
2026
Q1 		$7.23K Sell
420
-425
-50% -$7.63K ﹤0.01% 816
2025
Q4 		$15.2K Hold
845
– – 0.01% 689
2025
Q3 		$16.4K Hold
845
– – 0.01% 671
2025
Q2 		$17K Hold
845
– – 0.01% 649
2025
Q1 		$16.7K Hold
845
– – 0.01% 602
2024
Q4 		$16.7K Buy
+845
New +$16.7K 0.01% 590

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Medallion Wealth Advisors's STWD Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Starwood Property Trust (STWD) stake by 45% in Q2 2026, selling an estimated $3.27K and leaving 232 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Medallion Wealth Advisors first reported a position in STWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $17K in Q2 2025. 521 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Medallion Wealth Advisors held 232 shares of Starwood Property Trust worth $3.8K as of Q2 2026.
  • Medallion Wealth Advisors sold 188 Starwood Property Trust shares in Q2 2026, an estimated $3.27K.
  • Starwood Property Trust made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #899 holding.
  • Medallion Wealth Advisors first reported a position in Starwood Property Trust in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Starwood Property Trust position peaked at $17K in Q2 2025.
  • 521 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.