NewEdge Advisors’s Sitio Royalties STR Stock Holding History

NewEdge Advisors’s Portfolio STR Stock Details STR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-589	Closed	-$10.8K	–	4238
2025 Q2	$10.8K	Hold	589	–	–	﹤0.01%	3188
2025 Q1	$11.7K	Buy	589 +252	+75%	+$5.1K	﹤0.01%	3038
2024 Q4	$6.46K	Buy	337 +13	+4%	+$290	﹤0.01%	3162
2024 Q3	$6.75K	Buy	324 +7	+2%	+$159	﹤0.01%	3064
2024 Q2	$7.48K	Buy	317 +9	+3%	+$212	﹤0.01%	2962
2024 Q1	$7.61K	Buy	308 +4	+1%	+$90	﹤0.01%	2988
2023 Q4	$7.15K	Buy	304 +8	+3%	+$186	﹤0.01%	2986
2023 Q3	$7.17K	Buy	296 +6	+2%	+$154	﹤0.01%	2691
2023 Q2	$7.62K	Buy	+290	New	+$7.42K	﹤0.01%	2687
2023 Q1	–	Sell	-50	Closed	-$1.44K	–	4077
2022 Q4	$1.44K	Buy	+50	New	+$1.45K	﹤0.01%	2924

Other funds holding STR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors's STR Position: Q3 2025 in Review

NewEdge Advisors sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 589 shares — an estimated $10.8K sold.

NewEdge Advisors first reported a position in STR in Q4 2022 and held it in 10 quarters. The position peaked at $11.7K in Q1 2025. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

NewEdge Advisors reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
NewEdge Advisors sold 589 Sitio Royalties shares in Q3 2025, an estimated $10.8K.
NewEdge Advisors first reported a position in Sitio Royalties in Q4 2022 and held it in 10 quarters.
NewEdge Advisors's Sitio Royalties position peaked at $11.7K in Q1 2025.
2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.