Private Wealth Management Group’s Steelcase SCS Stock Holding History

Private Wealth Management Group’s Portfolio SCS Stock Details SCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-62	Closed	-$1.07K	–	1529
2025 Q3	$1.07K	Hold	62	–	–	﹤0.01%	1268
2025 Q2	$647	Hold	62	–	–	﹤0.01%	1371
2025 Q1	$680	Hold	62	–	–	﹤0.01%	1343
2024 Q4	$733	Hold	62	–	–	﹤0.01%	1373
2024 Q3	$837	Hold	62	–	–	﹤0.01%	1333
2024 Q2	$804	Hold	62	–	–	﹤0.01%	1336
2024 Q1	$811	Hold	62	–	–	﹤0.01%	1332
2023 Q4	$839	Buy	+62	New	+$736	﹤0.01%	1341

Other funds holding SCS

WCP

Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Private Wealth Management Group's SCS Position: Q4 2025 in Review

Private Wealth Management Group sold out of Steelcase (SCS) in Q4 2025, closing a stake of 62 shares — an estimated $1.07K sold.

Private Wealth Management Group first reported a position in SCS in Q4 2023 and held it in 8 quarters. The position peaked at $1.07K in Q3 2025. 3 funds tracked by Wall St. Rank hold SCS as of Q4 2025.

Private Wealth Management Group reported no remaining Steelcase position as of Q4 2025 after selling out during the quarter.
Private Wealth Management Group sold 62 Steelcase shares in Q4 2025, an estimated $1.07K.
Private Wealth Management Group first reported a position in Steelcase in Q4 2023 and held it in 8 quarters.
Private Wealth Management Group's Steelcase position peaked at $1.07K in Q3 2025.
3 funds tracked by Wall St. Rank held Steelcase as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.