NW
SFIX

NewEdge Wealth’s Stitch Fix SFIX Stock Holding History

NewEdge Wealth’s Portfolio SFIX Stock Details SFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,781
Closed -$35K – 1027
2025
Q1 		$35K Sell
10,781
-2,904
-21% -$13.2K ﹤0.01% 927
2024
Q4 		$59K Buy
+13,685
New +$50.4K ﹤0.01% 911

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
F1I
Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

NewEdge Wealth's SFIX Position: Q2 2025 in Review

NewEdge Wealth sold out of Stitch Fix (SFIX) in Q2 2025, closing a stake of 10,781 shares — an estimated $35K sold.

NewEdge Wealth first reported a position in SFIX in Q4 2024 and held it in 2 quarters. The position peaked at $59K in Q4 2024. 166 funds tracked by Wall St. Rank hold SFIX as of Q2 2025.

  • NewEdge Wealth reported no remaining Stitch Fix position as of Q2 2025 after selling out during the quarter.
  • NewEdge Wealth sold 10,781 Stitch Fix shares in Q2 2025, an estimated $35K.
  • NewEdge Wealth first reported a position in Stitch Fix in Q4 2024 and held it in 2 quarters.
  • NewEdge Wealth's Stitch Fix position peaked at $59K in Q4 2024.
  • 166 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2025.

Based on NewEdge Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.