SIS
STEM icon

Sound Income Strategies’s Stem STEM Stock Holding History

Sound Income Strategies’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 		– Sell
-5
Closed -$44 – 2161
2026
Q1 		$44 Hold
5
– – ﹤0.01% 2537
2025
Q4 		$103 Hold
5
– – ﹤0.01% 2455
2025
Q3 		$115 Buy
+5
New +$71 ﹤0.01% 1621
2025
Q2 		– Sell
-5
Closed -$35 – 1703
2025
Q1 		$35 Hold
5
– – ﹤0.01% 1515
2024
Q4 		$60 Hold
5
– – ﹤0.01% 1430
2024
Q3 		$35 Hold
5
– – ﹤0.01% 1375
2024
Q2 		$111 Hold
5
– – ﹤0.01% 1329
2024
Q1 		$219 Hold
5
– – ﹤0.01% 1287
2023
Q4 		$388 Hold
5
– – ﹤0.01% 1245
2023
Q3 		$424 Sell
5
-1
-17% -$114 ﹤0.01% 1081
2023
Q2 		$698 Hold
6
– – ﹤0.01% 1012
2023
Q1 		$692 Buy
+6
New +$1.02K ﹤0.01% 959

Other funds holding STEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sound Income Strategies's STEM Position: Q2 2026 in Review

Sound Income Strategies sold out of Stem (STEM) in Q2 2026, closing a stake of 5 shares — an estimated $44 sold.

Sound Income Strategies first reported a position in STEM in Q1 2023 and held it in 12 quarters. The position peaked at $698 in Q2 2023. 37 funds tracked by Wall St. Rank hold STEM as of Q2 2026.

  • Sound Income Strategies reported no remaining Stem position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 5 Stem shares in Q2 2026, an estimated $44.
  • Sound Income Strategies first reported a position in Stem in Q1 2023 and held it in 12 quarters.
  • Sound Income Strategies's Stem position peaked at $698 in Q2 2023.
  • 37 funds tracked by Wall St. Rank held Stem as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.