NewEdge Advisors’s Stoneridge SRI Stock Holding History

NewEdge Advisors’s Portfolio SRI Stock Details SRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,744	Closed	-$62.2K	–	4376
2025 Q4	$62.2K	Buy	+10,744	New	+$67.6K	﹤0.01%	2902
2025 Q3	–	Sell	-26,367	Closed	-$186K	–	4236
2025 Q2	$186K	Buy	+26,367	New	+$129K	﹤0.01%	2241
2024 Q2	–	Sell	-85	Closed	-$1.57K	–	3989
2024 Q1	$1.57K	Sell	85 -222	-72%	-$3.94K	﹤0.01%	3423
2023 Q4	$6.01K	Buy	+307	New	+$5.33K	﹤0.01%	3061
2023 Q1	–	Sell	-49	Closed	-$1.06K	–	4067
2022 Q4	$1.06K	Buy	+49	New	+$1.05K	﹤0.01%	3022

Other funds holding SRI

22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EMCIP

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return

ACA

AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

EVR Research Richmond, Virginia $203M AUM 60.82% 1-Year Est. Return

NewEdge Advisors's SRI Position: Q1 2026 in Review

NewEdge Advisors sold out of Stoneridge (SRI) in Q1 2026, closing a stake of 10,744 shares — an estimated $62.2K sold.

NewEdge Advisors first reported a position in SRI in Q4 2022 and held it in 5 quarters. The position peaked at $186K in Q2 2025. 114 funds tracked by Wall St. Rank hold SRI as of Q1 2026.

NewEdge Advisors reported no remaining Stoneridge position as of Q1 2026 after selling out during the quarter.
NewEdge Advisors sold 10,744 Stoneridge shares in Q1 2026, an estimated $62.2K.
NewEdge Advisors first reported a position in Stoneridge in Q4 2022 and held it in 5 quarters.
NewEdge Advisors's Stoneridge position peaked at $186K in Q2 2025.
114 funds tracked by Wall St. Rank held Stoneridge as of Q1 2026.

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