PharVision Advisers’s Stoneridge SRI Stock Holding History

PharVision Advisers’s Portfolio SRI Stock Details SRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-39,787	Closed	-$303K	–	987
2025 Q3	$303K	Buy	39,787 +23,694	+147%	+$188K	0.17%	222
2025 Q2	$113K	Buy	+16,093	New	+$78.8K	0.16%	246
2025 Q1	–	Sell	-62,573	Closed	-$392K	–	498
2024 Q4	$392K	Buy	+62,573	New	+$481K	0.33%	85

Other funds holding SRI

22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

EMCIP

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

ACA

AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PharVision Advisers's SRI Position: Q4 2025 in Review

PharVision Advisers sold out of Stoneridge (SRI) in Q4 2025, closing a stake of 39,787 shares — an estimated $303K sold.

PharVision Advisers first reported a position in SRI in Q4 2024 and held it in 3 quarters. The position peaked at $392K in Q4 2024. 124 funds tracked by Wall St. Rank hold SRI as of Q4 2025.

PharVision Advisers reported no remaining Stoneridge position as of Q4 2025 after selling out during the quarter.
PharVision Advisers sold 39,787 Stoneridge shares in Q4 2025, an estimated $303K.
PharVision Advisers first reported a position in Stoneridge in Q4 2024 and held it in 3 quarters.
PharVision Advisers's Stoneridge position peaked at $392K in Q4 2024.
124 funds tracked by Wall St. Rank held Stoneridge as of Q4 2025.

Based on PharVision Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.