RWMG
SI

Redwood Wealth Management Group’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Redwood Wealth Management Group’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,612
Closed -$226K – 194
2025
Q4 		$226K Hold
1,612
– – 0.09% 169
2025
Q3 		$218K Hold
1,612
– – 0.09% 167
2025
Q2 		$208K Buy
+1,612
New +$208K 0.09% 173
2024
Q3 		– Sell
-1,612
Closed -$150K – 1201
2024
Q2 		$150K Buy
+1,612
New +$150K 0.11% 143

Other funds holding SI

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VDI
Vaughan David Investments Peoria, Illinois $5.02B AUM 23.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
ACM
Altrius Capital Management New Bern, North Carolina $526M AUM 20.91% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return

Redwood Wealth Management Group's SI Position: Q1 2026 in Review

Redwood Wealth Management Group sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q1 2026, closing a stake of 1,612 shares — an estimated $226K sold.

Redwood Wealth Management Group first reported a position in SI in Q2 2024 and held it in 4 quarters. The position peaked at $226K in Q4 2025. 50 funds tracked by Wall St. Rank hold SI as of Q1 2026.

  • Redwood Wealth Management Group reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q1 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,612 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q1 2026, an estimated $226K.
  • Redwood Wealth Management Group first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q2 2024 and held it in 4 quarters.
  • Redwood Wealth Management Group's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $226K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.