Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
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Research analysts, their latest ratings and performance metrics
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Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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SWM
SK Wealth Management’s
iShares ESG MSCI USA Leaders ETF
SUSL
Stock Holding History
SK Wealth Management’s Portfolio
SUSL Stock Details
SUSL Fund Activity
Quarter
Market Value
Status
Shares
Shares
Change %
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$4.78M
Buy
43,736
+961
+
2
%
+$105K
2.07%
11
2025
Q1
$3.8M
Buy
42,775
+666
+
2
%
+$59.1K
2.04%
10
2024
Q4
$4.34M
Buy
42,109
+7,736
+
23
%
+$797K
2.21%
9
2024
Q3
$3.6M
Buy
+34,373
New
+$3.6M
1.84%
9
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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