NewEdge Wealth’s Star Holdings Shares of Beneficial Interest STHO Stock Holding History

NewEdge Wealth’s Portfolio STHO Stock Details STHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-156,821	Closed	-$1.29M	–	1269
2025 Q4	$1.29M	Buy	156,821 +127,088	+427%	+$973K	0.01%	565
2025 Q3	$219K	Buy	+29,733	New	+$241K	﹤0.01%	964
2025 Q1	–	Sell	-120,929	Closed	-$1.18M	–	983
2024 Q4	$1.18M	Buy	+120,929	New	+$1.41M	0.02%	453
2024 Q3	–	Sell	-17,679	Closed	-$213K	–	898
2024 Q2	$213K	Buy	+17,679	New	+$222K	﹤0.01%	718
2024 Q1	–	Sell	-137,807	Closed	-$2.06M	–	847
2023 Q4	$2.06M	Sell	137,807 -58,639	-30%	-$731K	0.05%	293
2023 Q3	$2.46M	Sell	196,446 -2,956	-1%	-$41.1K	0.08%	217
2023 Q2	$2.93M	Sell	199,402 -108,447	-35%	-$1.72M	0.1%	194
2023 Q1	$5.35M	Buy	+307,849	New	+$5.98M	0.2%	111

Other funds holding STHO

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

HCM

Highbridge Capital Management New York $4.11B AUM 26.03% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Foursixthree Capital New York $485M AUM 117.01% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PLC

Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

Rangeley Capital New Canaan, Connecticut $109M AUM 97.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewEdge Wealth's STHO Position: Q1 2026 in Review

NewEdge Wealth sold out of Star Holdings Shares of Beneficial Interest (STHO) in Q1 2026, closing a stake of 156,821 shares — an estimated $1.29M sold.

NewEdge Wealth first reported a position in STHO in Q1 2023 and held it in 8 quarters. The position peaked at $5.35M in Q1 2023. 79 funds tracked by Wall St. Rank hold STHO as of Q1 2026.

NewEdge Wealth reported no remaining Star Holdings Shares of Beneficial Interest position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 156,821 Star Holdings Shares of Beneficial Interest shares in Q1 2026, an estimated $1.29M.
NewEdge Wealth first reported a position in Star Holdings Shares of Beneficial Interest in Q1 2023 and held it in 8 quarters.
NewEdge Wealth's Star Holdings Shares of Beneficial Interest position peaked at $5.35M in Q1 2023.
79 funds tracked by Wall St. Rank held Star Holdings Shares of Beneficial Interest as of Q1 2026.

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