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Net Worth Advisory Group’s Stagwell STGW Stock Holding History

Net Worth Advisory Group’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$308K Sell
41,465
-2,689
-6% -$17.8K 0.08% 282
2026
Q1 		$278K Sell
44,154
-5,796
-12% -$32.4K 0.06% 330
2025
Q4 		$244K Sell
49,950
-1,442
-3% -$7.5K 0.05% 391
2025
Q3 		$290K Buy
+51,392
New +$273K 0.08% 290

Other funds holding STGW

CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Net Worth Advisory Group's STGW Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Stagwell (STGW) stake by 6.1% in Q2 2026, selling an estimated $17.8K and leaving 41,465 shares worth $308K. The position accounts for 0.08% of the portfolio, ranked #282.

Net Worth Advisory Group first reported a position in STGW in Q3 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

  • Net Worth Advisory Group held 41,465 shares of Stagwell worth $308K as of Q2 2026.
  • Net Worth Advisory Group sold 2,689 Stagwell shares in Q2 2026, an estimated $17.8K.
  • Stagwell made up 0.08% of Net Worth Advisory Group's portfolio in Q2 2026, its #282 holding.
  • Net Worth Advisory Group first reported a position in Stagwell in Q3 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.