Outlook Wealth Advisors’s Stewart Information Services STC Stock Holding History

Outlook Wealth Advisors’s Portfolio STC Stock Details STC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.21K	Buy	49,931 +95	+0.2%	+$6.33K	﹤0.01%	310
2025 Q4	$422	Hold	49,836	–	–	﹤0.01%	298
2025 Q3	$3.65M	Sell	49,836 -49,831	-50%	-$3.43M	0.91%	25
2025 Q2	$6.49M	Hold	99,667	–	–	1.67%	12
2025 Q1	$7.11M	Hold	99,667	–	–	1.98%	11
2024 Q4	$6.73M	Hold	99,667	–	–	1.93%	12
2024 Q3	$7.45M	Sell	99,667 -10,000	-9%	-$707K	2.14%	11
2024 Q2	$40.8K	Hold	109,667	–	–	0.01%	256
2024 Q1	$7.13M	Sell	109,667 -30,000	-21%	-$1.83M	2.2%	10
2023 Q4	$8.21M	Hold	139,667	–	–	2.87%	5
2023 Q3	$6.12M	Buy	139,667 +6	+0%	+$271	2.34%	10
2023 Q2	$5.75M	Hold	139,661	–	–	2.17%	10
2023 Q1	$5.64M	Hold	139,661	–	–	2.51%	7
2022 Q4	$5.97M	Hold	139,661	–	–	2.83%	8
2022 Q3	$6.09M	Sell	139,661 -5,000	-3%	-$255K	2.73%	8
2022 Q2	$7.2M	Hold	144,661	–	–	2.94%	5
2022 Q1	$8.77M	Sell	144,661 -146,878	-50%	-$10.2M	2.93%	8
2021 Q4	$23.2M	Buy	291,539 +118,742	+69%	+$8.72M	6.83%	1
2021 Q3	$10.9M	Sell	172,797 -15	-0%	-$893	3.57%	4
2021 Q2	$9.8M	Sell	172,812 -24,670	-12%	-$1.44M	3.13%	5
2021 Q1	$10.3M	Hold	197,482	–	–	3.57%	2
2020 Q4	$9.55M	Sell	197,482 -24,685	-11%	-$1.13M	3.48%	3
2020 Q3	$9.71M	Sell	222,167 -24,685	-10%	-$998K	3.86%	4
2020 Q2	$8.03M	Hold	246,852	–	–	3.4%	6
2020 Q1	$6.58M	Hold	246,852	–	–	3.72%	6
2019 Q4	$10.1M	Hold	246,852	–	–	5.67%	4
2019 Q3	$9.57M	Hold	246,852	–	–	5.7%	2
2019 Q2	$9.99M	Hold	246,852	–	–	6.59%	1
2019 Q1	$10.5M	Buy	246,852 +197,482	+400%	+$8.48M	8.68%	1
2018 Q4	$20.4M	Buy	+49,370	New	+$2.07M	9.32%	1

Other funds holding STC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Outlook Wealth Advisors's STC Position: Q1 2026 in Review

Outlook Wealth Advisors increased its Stewart Information Services (STC) stake by 0.19% in Q1 2026, buying an estimated $6.33K and bringing the position to 49,931 shares worth $6.21K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Outlook Wealth Advisors first reported a position in STC in Q4 2018 and has held it in 30 quarters since. The position peaked at $23.2M in Q4 2021. 244 funds tracked by Wall St. Rank hold STC as of Q1 2026.

Outlook Wealth Advisors held 49,931 shares of Stewart Information Services worth $6.21K as of Q1 2026.
Outlook Wealth Advisors bought 95 Stewart Information Services shares in Q1 2026, an estimated $6.33K.
Stewart Information Services made up ﹤0.01% of Outlook Wealth Advisors's portfolio in Q1 2026, its #310 holding.
Outlook Wealth Advisors first reported a position in Stewart Information Services in Q4 2018 and has held it in 30 quarters since.
Outlook Wealth Advisors's Stewart Information Services position peaked at $23.2M in Q4 2021.
244 funds tracked by Wall St. Rank held Stewart Information Services as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.