MTI
STEW

Merrithew & Thorsten Inc’s SRH Total Return Fund STEW Stock Holding History

Merrithew & Thorsten Inc’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16K Buy
933
+11
+1% +$194 0.01% 71
2026
Q1 		$15K Buy
922
+10
+1% +$178 0.01% 68
2025
Q4 		$16K Buy
+912
New +$16.4K 0.02% 67

Other funds holding STEW

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

Merrithew & Thorsten Inc's STEW Position: Q2 2026 in Review

Merrithew & Thorsten Inc increased its SRH Total Return Fund (STEW) stake by 1.2% in Q2 2026, buying an estimated $194 and bringing the position to 933 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #71.

Merrithew & Thorsten Inc first reported a position in STEW in Q4 2025 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold STEW as of Q2 2026.

  • Merrithew & Thorsten Inc held 933 shares of SRH Total Return Fund worth $16K as of Q2 2026.
  • Merrithew & Thorsten Inc bought 11 SRH Total Return Fund shares in Q2 2026, an estimated $194.
  • SRH Total Return Fund made up 0.01% of Merrithew & Thorsten Inc's portfolio in Q2 2026, its #71 holding.
  • Merrithew & Thorsten Inc first reported a position in SRH Total Return Fund in Q4 2025 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2026.

Based on Merrithew & Thorsten Inc's 13F filing for Q2 2026, filed 31 Jul 2026.