Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Aimco AIV Stock Holding History

Steward Partners Investment Advisory’s Portfolio AIV Stock Details AIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$143 Hold
48
– – ﹤0.01% 4542
2026
Q1 		$195 Hold
48
– – ﹤0.01% 4314
2025
Q4 		$285 Hold
48
– – ﹤0.01% 4182
2025
Q3 		$381 Hold
48
– – ﹤0.01% 4144
2025
Q2 		$415 Hold
48
– – ﹤0.01% 3975
2025
Q1 		$422 Hold
48
– – ﹤0.01% 3870
2024
Q4 		$436 Hold
48
– – ﹤0.01% 3858
2024
Q3 		$434 Hold
48
– – ﹤0.01% 3611
2024
Q2 		$398 Hold
48
– – ﹤0.01% 3492
2024
Q1 		$393 Hold
48
– – ﹤0.01% 3445
2023
Q4 		$376 Hold
48
– – ﹤0.01% 3380
2023
Q3 		$326 Hold
48
– – ﹤0.01% 3274
2023
Q2 		$409 Hold
48
– – ﹤0.01% 3202
2023
Q1 		$369 Hold
48
– – ﹤0.01% 3190
2022
Q4 		$342 Hold
48
– – ﹤0.01% 3222
2022
Q3 		$0 Hold
48
– – ﹤0.01% 3217
2022
Q2 		$0 Hold
48
– – ﹤0.01% 3227
2022
Q1 		$0 Hold
48
– – ﹤0.01% 3271
2021
Q4 		$0 Hold
48
– – ﹤0.01% 3173
2021
Q3 		$0 Hold
48
– – ﹤0.01% 3149
2021
Q2 		$0 Hold
48
– – ﹤0.01% 7075
2021
Q1 		$295 Hold
48
– – ﹤0.01% 3365
2020
Q4 		$0 Sell
48
-950
-95% -$4.22K ﹤0.01% 2864
2020
Q3 		$4K Buy
998
+630
+171% +$3.05K ﹤0.01% 2409
2020
Q2 		$2K Sell
368
-495
-57% -$2.45K ﹤0.01% 2456
2020
Q1 		$4K Hold
863
– – ﹤0.01% 2120
2019
Q4 		$5K Hold
863
– – ﹤0.01% 2218
2019
Q3 		$6K Hold
863
– – ﹤0.01% 2180
2019
Q2 		$5K Buy
+863
New +$5.77K ﹤0.01% 2200
2018
Q4 		– Sell
-1,749
Closed -$10K – 811
2018
Q3 		$10K Hold
1,749
– – ﹤0.01% 1858
2018
Q2 		$10K Hold
1,749
– – ﹤0.01% 1724
2018
Q1 		$9K Buy
+1,749
New +$9.37K ﹤0.01% 1593

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
Weiss Asset Management
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
OCAM
Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Steward Partners Investment Advisory's AIV Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Aimco (AIV) position steady in Q2 2026 at 48 shares worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #4542.

Steward Partners Investment Advisory first reported a position in AIV in Q1 2018 and has held it in 32 quarters since. The position peaked at $10K in Q3 2018. 155 funds tracked by Wall St. Rank hold AIV as of Q2 2026.

  • Steward Partners Investment Advisory held 48 shares of Aimco worth $143 as of Q2 2026.
  • Steward Partners Investment Advisory left its Aimco share count unchanged in Q2 2026.
  • Aimco made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4542 holding.
  • Steward Partners Investment Advisory first reported a position in Aimco in Q1 2018 and has held it in 32 quarters since.
  • Steward Partners Investment Advisory's Aimco position peaked at $10K in Q3 2018.
  • 155 funds tracked by Wall St. Rank held Aimco as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.