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EDF

NewEdge Advisors’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

NewEdge Advisors’s Portfolio EDF Stock Details EDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$463K Sell
96,905
-30,691
-24% -$154K ﹤0.01% 2048
2025
Q4 		$634K Sell
127,596
-6,029
-5% -$29.7K ﹤0.01% 1792
2025
Q3 		$675K Sell
133,625
-19,738
-13% -$100K ﹤0.01% 1641
2025
Q2 		$774K Sell
153,363
-36,203
-19% -$176K ﹤0.01% 1429
2025
Q1 		$959K Sell
189,566
-5,238
-3% -$26.7K 0.01% 1207
2024
Q4 		$916K Sell
194,804
-24,841
-11% -$124K 0.01% 1208
2024
Q3 		$1.15M Sell
219,645
-19,468
-8% -$102K 0.01% 1042
2024
Q2 		$1.26M Sell
239,113
-14,670
-6% -$79.2K 0.01% 956
2024
Q1 		$1.37M Sell
253,783
-22,623
-8% -$106K 0.01% 845
2023
Q4 		$1.21M Buy
276,406
+141,965
+106% +$585K 0.01% 857
2023
Q3 		$594K Sell
134,441
-27,500
-17% -$127K 0.01% 1095
2023
Q2 		$730K Sell
161,941
-3,350
-2% -$14.3K 0.01% 1012
2023
Q1 		$694K Sell
165,291
-8,450
-5% -$41K 0.01% 971
2022
Q4 		$723K Sell
173,741
-7,800
-4% -$30.3K 0.02% 627
2022
Q3 		$670K Sell
181,541
-3,400
-2% -$15.1K 0.01% 823
2022
Q2 		$814K Sell
184,941
-4,500
-2% -$24.6K 0.01% 767
2022
Q1 		$1.24M Buy
189,441
+3,012
+2% +$18.9K 0.02% 571
2021
Q4 		$1.24M Buy
+186,429
New +$1.32M 0.02% 625
2021
Q2 		– Sell
-10,863
Closed -$91K – 1152
2021
Q1 		$91K Hold
10,863
– – ﹤0.01% 991
2020
Q4 		$88K Hold
10,863
– – ﹤0.01% 935
2020
Q3 		$70K Hold
10,863
– – ﹤0.01% 881
2020
Q2 		$77K Hold
10,863
– – ﹤0.01% 821
2020
Q1 		$81K Buy
+10,863
New +$127K ﹤0.01% 751

Other funds holding EDF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

NewEdge Advisors's EDF Position: Q1 2026 in Review

NewEdge Advisors reduced its Virtus Stone Harbor Emerging Markets Income Fund (EDF) stake by 24% in Q1 2026, selling an estimated $154K and leaving 96,905 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #2048.

NewEdge Advisors first reported a position in EDF in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.37M in Q1 2024. 50 funds tracked by Wall St. Rank hold EDF as of Q1 2026.

  • NewEdge Advisors held 96,905 shares of Virtus Stone Harbor Emerging Markets Income Fund worth $463K as of Q1 2026.
  • NewEdge Advisors sold 30,691 Virtus Stone Harbor Emerging Markets Income Fund shares in Q1 2026, an estimated $154K.
  • Virtus Stone Harbor Emerging Markets Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2048 holding.
  • NewEdge Advisors first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q1 2020 and has held it in 23 quarters since.
  • NewEdge Advisors's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $1.37M in Q1 2024.
  • 50 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.