OF
STGW icon

Optimize Financial’s Stagwell STGW Stock Holding History

Optimize Financial’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$496K Sell
66,805
-232
-0.3% -$1.54K 0.18% 149
2026
Q1 		$422K Buy
+67,037
New +$375K 0.21% 181
2025
Q3 		– Sell
-35,138
Closed -$158K – 423
2025
Q2 		$158K Sell
35,138
-252
-0.7% -$1.27K 0.1% 218
2025
Q1 		$214K Buy
35,390
+4,635
+15% +$29.1K 0.08% 186
2024
Q4 		$202K Buy
+30,755
New +$219K 0.15% 214

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Optimize Financial's STGW Position: Q2 2026 in Review

Optimize Financial reduced its Stagwell (STGW) stake by 0.35% in Q2 2026, selling an estimated $1.54K and leaving 66,805 shares worth $496K. The position accounts for 0.18% of the portfolio, ranked #149.

Optimize Financial first reported a position in STGW in Q4 2024 and has held it in 5 quarters since. 183 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

  • Optimize Financial held 66,805 shares of Stagwell worth $496K as of Q2 2026.
  • Optimize Financial sold 232 Stagwell shares in Q2 2026, an estimated $1.54K.
  • Stagwell made up 0.18% of Optimize Financial's portfolio in Q2 2026, its #149 holding.
  • Optimize Financial first reported a position in Stagwell in Q4 2024 and has held it in 5 quarters since.
  • 183 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.