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STEM icon

NewEdge Advisors’s Stem STEM Stock Holding History

NewEdge Advisors’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8
Closed -$55 – 4146
2025
Q1 		$55 Hold
8
– – ﹤0.01% 3848
2024
Q4 		$92 Sell
8
-211
-96% -$1.82K ﹤0.01% 3786
2024
Q3 		$1.52K Sell
219
-59
-21% -$929 ﹤0.01% 3439
2024
Q2 		$6.17K Buy
278
+155
+126% +$4.54K ﹤0.01% 3023
2024
Q1 		$5.39K Buy
123
+34
+38% +$1.89K ﹤0.01% 3110
2023
Q4 		$6.92K Sell
89
-142
-61% -$9.79K ﹤0.01% 3000
2023
Q3 		$19.6K Sell
231
-2
-0.9% -$228 ﹤0.01% 2390
2023
Q2 		$26.6K Sell
233
-183
-44% -$18.2K ﹤0.01% 2296
2023
Q1 		$47.2K Sell
416
-9
-2% -$1.52K ﹤0.01% 2032
2022
Q4 		$76 Buy
+425
New +$102K ﹤0.01% 3409

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NewEdge Advisors's STEM Position: Q2 2025 in Review

NewEdge Advisors sold out of Stem (STEM) in Q2 2025, closing a stake of 8 shares — an estimated $55 sold.

NewEdge Advisors first reported a position in STEM in Q4 2022 and held it in 10 quarters. The position peaked at $47.2K in Q1 2023. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

  • NewEdge Advisors reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
  • NewEdge Advisors sold 8 Stem shares in Q2 2025, an estimated $55.
  • NewEdge Advisors first reported a position in Stem in Q4 2022 and held it in 10 quarters.
  • NewEdge Advisors's Stem position peaked at $47.2K in Q1 2023.
  • 81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.