MCC
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Money Concepts Capital’s Stem STEM Stock Holding History

Money Concepts Capital’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,500
Closed -$24.5K – 455
2025
Q1 		$24.5K Hold
3,500
– – ﹤0.01% 416
2024
Q4 		$42.2K Hold
3,500
– – ﹤0.01% 401
2024
Q3 		$24.4K Buy
+3,500
New +$55.1K ﹤0.01% 396
2023
Q1 		– Sell
-94
Closed -$16.8K – 2585
2022
Q4 		$16.8K Buy
94
+73
+348% +$17.5K ﹤0.01% 1761
2022
Q3 		$6K Sell
21
-53
-72% -$13.6K ﹤0.01% 1186
2022
Q2 		$11K Buy
74
+50
+208% +$8.31K ﹤0.01% 1019
2022
Q1 		$5K Buy
+24
New +$5.59K ﹤0.01% 2217

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Money Concepts Capital's STEM Position: Q2 2025 in Review

Money Concepts Capital sold out of Stem (STEM) in Q2 2025, closing a stake of 3,500 shares — an estimated $24.5K sold.

Money Concepts Capital first reported a position in STEM in Q1 2022 and held it in 7 quarters. The position peaked at $42.2K in Q4 2024. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

  • Money Concepts Capital reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
  • Money Concepts Capital sold 3,500 Stem shares in Q2 2025, an estimated $24.5K.
  • Money Concepts Capital first reported a position in Stem in Q1 2022 and held it in 7 quarters.
  • Money Concepts Capital's Stem position peaked at $42.2K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on Money Concepts Capital's 13F filing for Q2 2025, filed 14 Aug 2025.