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O'Shaughnessy Asset Management’s Hennessy Sustainable ETF STNC Stock Holding History

O'Shaughnessy Asset Management’s Portfolio STNC Stock Details STNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,081
Closed -$202K – 2819
2025
Q4 		$202K Buy
+6,081
New +$200K ﹤0.01% 1988

Other funds holding STNC

RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
SC
Stance Capital Boston, Massachusetts $206M AUM 22.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

O'Shaughnessy Asset Management's STNC Position: Q1 2026 in Review

O'Shaughnessy Asset Management sold out of Hennessy Sustainable ETF (STNC) in Q1 2026, closing a stake of 6,081 shares — an estimated $202K sold.

O'Shaughnessy Asset Management first reported a position in STNC in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 24 funds tracked by Wall St. Rank hold STNC as of Q1 2026.

  • O'Shaughnessy Asset Management reported no remaining Hennessy Sustainable ETF position as of Q1 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 6,081 Hennessy Sustainable ETF shares in Q1 2026, an estimated $202K.
  • O'Shaughnessy Asset Management first reported a position in Hennessy Sustainable ETF in Q4 2025 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's Hennessy Sustainable ETF position peaked at $202K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Hennessy Sustainable ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.