SWIM
STEM icon

Smallwood Wealth Investment Management’s Stem STEM Stock Holding History

Smallwood Wealth Investment Management’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
2026
Q2 		$15 Hold
2
– – ﹤0.01% 522
2026
Q1 		$17 Hold
2
– – ﹤0.01% 516
2025
Q4 		$30 Hold
2
– – ﹤0.01% 501
2025
Q3 		$35 Hold
2
– – ﹤0.01% 513
2025
Q2 		$12 Hold
2
– – ﹤0.01% 562
2025
Q1 		$14 Buy
+2
New +$23 ﹤0.01% 501

Other funds holding STEM

Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Trexquant Investment
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Smallwood Wealth Investment Management's STEM Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Stem (STEM) position steady in Q2 2026 at 2 shares worth $15. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Smallwood Wealth Investment Management first reported a position in STEM in Q1 2025 and has held it in 6 quarters since. The position peaked at $35 in Q3 2025. 72 funds tracked by Wall St. Rank hold STEM as of Q2 2026.

  • Smallwood Wealth Investment Management held 2 shares of Stem worth $15 as of Q2 2026.
  • Smallwood Wealth Investment Management left its Stem share count unchanged in Q2 2026.
  • Stem made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #522 holding.
  • Smallwood Wealth Investment Management first reported a position in Stem in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Stem position peaked at $35 in Q3 2025.
  • 72 funds tracked by Wall St. Rank held Stem as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.