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Merewether Investment Management’s Sensata Technologies ST Stock Holding History

Merewether Investment Management’s Portfolio ST Stock Details ST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.9M Sell
1,317,795
-478,847
-27% -$21.7M 1.19% 33
2026
Q1 		$63.3M Buy
1,796,642
+892,042
+99% +$31.6M 1.23% 30
2025
Q4 		$30.1M Buy
+904,600
New +$28.9M 0.69% 49
2024
Q4 		– Sell
-709,600
Closed -$25.4M – 58
2024
Q3 		$25.4M Buy
+709,600
New +$26.4M 1.17% 29

Other funds holding ST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Merewether Investment Management's ST Position: Q2 2026 in Review

Merewether Investment Management reduced its Sensata Technologies (ST) stake by 27% in Q2 2026, selling an estimated $21.7M and leaving 1,317,795 shares worth $62.9M. The position accounts for 1.19% of the portfolio, ranked #33.

Merewether Investment Management first reported a position in ST in Q3 2024 and has held it in 4 quarters since. The position peaked at $63.3M in Q1 2026. 468 funds tracked by Wall St. Rank hold ST as of Q2 2026.

  • Merewether Investment Management held 1,317,795 shares of Sensata Technologies worth $62.9M as of Q2 2026.
  • Merewether Investment Management sold 478,847 Sensata Technologies shares in Q2 2026, an estimated $21.7M.
  • Sensata Technologies made up 1.19% of Merewether Investment Management's portfolio in Q2 2026, its #33 holding.
  • Merewether Investment Management first reported a position in Sensata Technologies in Q3 2024 and has held it in 4 quarters since.
  • Merewether Investment Management's Sensata Technologies position peaked at $63.3M in Q1 2026.
  • 468 funds tracked by Wall St. Rank held Sensata Technologies as of Q2 2026.

Based on Merewether Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.