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STEM icon

ORG Partners’s Stem STEM Stock Holding History

ORG Partners’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
Q1 		– Sell
-8
Closed -$90 – 1582
2024
Q4 		$90 Hold
8
– – ﹤0.01% 1253
2024
Q3 		$52 Sell
8
-8
-50% -$126 ﹤0.01% 1132
2024
Q2 		$338 Buy
+16
New +$469 ﹤0.01% 1672
2024
Q1 		– Sell
-16
Closed -$1.26K – 1032
2023
Q4 		$1.26K Buy
16
+8
+100% +$552 ﹤0.01% 983
2023
Q3 		$636 Buy
+8
New +$914 ﹤0.01% 1192

Other funds holding STEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ORG Partners's STEM Position: Q1 2025 in Review

ORG Partners sold out of Stem (STEM) in Q1 2025, closing a stake of 8 shares — an estimated $90 sold.

ORG Partners first reported a position in STEM in Q3 2023 and held it in 5 quarters. The position peaked at $1.26K in Q4 2023. 154 funds tracked by Wall St. Rank hold STEM as of Q1 2025.

  • ORG Partners reported no remaining Stem position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 8 Stem shares in Q1 2025, an estimated $90.
  • ORG Partners first reported a position in Stem in Q3 2023 and held it in 5 quarters.
  • ORG Partners's Stem position peaked at $1.26K in Q4 2023.
  • 154 funds tracked by Wall St. Rank held Stem as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.