RA
STEM icon

Rise Advisors’s Stem STEM Stock Holding History

Rise Advisors’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-51
Closed -$356 – 1640
2025
Q1 		$356 Buy
+51
New +$591 ﹤0.01% 1415
2024
Q4 		– Sell
-12
Closed -$82 – 1210
2024
Q3 		$82 Hold
12
– – ﹤0.01% 1223
2024
Q2 		$262 Hold
12
– – ﹤0.01% 1211
2024
Q1 		$517 Hold
12
– – ﹤0.01% 1211
2023
Q4 		$916 Hold
12
– – ﹤0.01% 526
2023
Q3 		$1K Buy
+12
New +$1.37K ﹤0.01% 532

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Rise Advisors's STEM Position: Q2 2025 in Review

Rise Advisors sold out of Stem (STEM) in Q2 2025, closing a stake of 51 shares — an estimated $356 sold.

Rise Advisors first reported a position in STEM in Q3 2023 and held it in 6 quarters. The position peaked at $1K in Q3 2023. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

  • Rise Advisors reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
  • Rise Advisors sold 51 Stem shares in Q2 2025, an estimated $356.
  • Rise Advisors first reported a position in Stem in Q3 2023 and held it in 6 quarters.
  • Rise Advisors's Stem position peaked at $1K in Q3 2023.
  • 81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.