N.E.W. Advisory Services’s Strata Critical Medical Inc SRTA Stock Holding History

N.E.W. Advisory Services’s Portfolio SRTA Stock Details SRTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.3K	Hold	247	–	–	﹤0.01%	898
2026 Q1	$1.03K	Hold	247	–	–	﹤0.01%	874
2025 Q4	$1.19K	Hold	247	–	–	﹤0.01%	840
2025 Q3	$1.25K	Hold	247	–	–	﹤0.01%	781
2025 Q2	$995	Hold	247	–	–	﹤0.01%	801
2025 Q1	$674	Buy	+247	New	+$886	﹤0.01%	886

Other funds holding SRTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

N.E.W. Advisory Services's SRTA Position: Q2 2026 in Review

N.E.W. Advisory Services held its Strata Critical Medical Inc (SRTA) position steady in Q2 2026 at 247 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

N.E.W. Advisory Services first reported a position in SRTA in Q1 2025 and has held it in 6 quarters since. 56 funds tracked by Wall St. Rank hold SRTA as of Q2 2026.

N.E.W. Advisory Services held 247 shares of Strata Critical Medical Inc worth $1.3K as of Q2 2026.
N.E.W. Advisory Services left its Strata Critical Medical Inc share count unchanged in Q2 2026.
Strata Critical Medical Inc made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #898 holding.
N.E.W. Advisory Services first reported a position in Strata Critical Medical Inc in Q1 2025 and has held it in 6 quarters since.
56 funds tracked by Wall St. Rank held Strata Critical Medical Inc as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.