Net Worth Advisory Group
STGW icon

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
Q3 		$298K Sell
35,220
-6,245
-15% -$52.1K 0.08% 287
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

Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Perennial Advisors
Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Net Worth Advisory Group's STGW Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Stagwell (STGW) stake by 15% in Q3 2026, selling an estimated $52.1K and leaving 35,220 shares worth $298K. The position accounts for 0.08% of the portfolio, ranked #287.

Net Worth Advisory Group first reported a position in STGW in Q3 2025 and has held it in 5 quarters since. The position peaked at $308K in Q2 2026. 31 funds tracked by Wall St. Rank hold STGW as of Q3 2026.

  • Net Worth Advisory Group held 35,220 shares of Stagwell worth $298K as of Q3 2026.
  • Net Worth Advisory Group sold 6,245 Stagwell shares in Q3 2026, an estimated $52.1K.
  • Stagwell made up 0.08% of Net Worth Advisory Group's portfolio in Q3 2026, its #287 holding.
  • Net Worth Advisory Group first reported a position in Stagwell in Q3 2025 and has held it in 5 quarters since.
  • Net Worth Advisory Group's Stagwell position peaked at $308K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Stagwell as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.