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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Smallwood Wealth Investment Management's STEM Position: Q1 2026 in Review

Smallwood Wealth Investment Management held its Stem (STEM) position steady in Q1 2026 at 2 shares worth $17. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Smallwood Wealth Investment Management first reported a position in STEM in Q1 2025 and has held it in 5 quarters since. The position peaked at $35 in Q3 2025. 75 funds tracked by Wall St. Rank hold STEM as of Q1 2026.

  • Smallwood Wealth Investment Management held 2 shares of Stem worth $17 as of Q1 2026.
  • Smallwood Wealth Investment Management left its Stem share count unchanged in Q1 2026.
  • Stem made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q1 2026, its #516 holding.
  • Smallwood Wealth Investment Management first reported a position in Stem in Q1 2025 and has held it in 5 quarters since.
  • Smallwood Wealth Investment Management's Stem position peaked at $35 in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Stem as of Q1 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.