Mosaic Family Wealth Partners’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Mosaic Family Wealth Partners’s Portfolio STK Stock Details STK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$390K	Hold	7,247	–	–	0.03%	318
2026 Q1	$275K	Hold	7,247	–	–	0.03%	241
2025 Q4	$267K	Buy	7,247 +1,325	+22%	+$48.7K	0.03%	204
2025 Q3	$207K	Buy	+5,922	New	+$189K	0.02%	223

Other funds holding STK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $295M AUM

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mosaic Family Wealth Partners's STK Position: Q2 2026 in Review

Mosaic Family Wealth Partners held its Columbia Seligman Premium Technology Growth Fund (STK) position steady in Q2 2026 at 7,247 shares worth $390K. The position accounts for 0.03% of the portfolio, ranked #318.

Mosaic Family Wealth Partners first reported a position in STK in Q3 2025 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold STK as of Q2 2026.

Mosaic Family Wealth Partners held 7,247 shares of Columbia Seligman Premium Technology Growth Fund worth $390K as of Q2 2026.
Mosaic Family Wealth Partners left its Columbia Seligman Premium Technology Growth Fund share count unchanged in Q2 2026.
Columbia Seligman Premium Technology Growth Fund made up 0.03% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #318 holding.
Mosaic Family Wealth Partners first reported a position in Columbia Seligman Premium Technology Growth Fund in Q3 2025 and has held it in 4 quarters since.
100 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.