NSG
STEW

Nalls Sherbakoff Group’s SRH Total Return Fund STEW Stock Holding History

Nalls Sherbakoff Group’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
2025
Q4 		$5.78K Hold
312
– – ﹤0.01% 356
2025
Q3 		$5.67K Hold
312
– – ﹤0.01% 351
2025
Q2 		$5.52K Sell
312
-100
-24% -$1.72K ﹤0.01% 350
2025
Q1 		$7.11K Buy
+412
New +$6.82K 0.01% 313
2023
Q4 		$5.71K Hold
412
– – 0.01% 295
2023
Q3 		$5.35K Sell
412
-624
-60% -$8.4K 0.01% 291
2023
Q2 		$12.9K Hold
1,036
– – 0.01% 254
2023
Q1 		$12.6K Buy
+1,036
New +$13.1K 0.01% 262
2018
Q4 		$22K Buy
+2,072
New +$22K 0.04% 206

Other funds holding STEW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $445M AUM 2.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $1.8B AUM 59.56% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $206M AUM 29.83% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return