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 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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

ICM

Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

OCAM

Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Steward Partners Investment Advisory's AIV Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Aimco (AIV) position steady in Q1 2026 at 48 shares worth $195. The position accounts for ﹤0.01% of the portfolio, ranked #4314.

Steward Partners Investment Advisory first reported a position in AIV in Q1 2018 and has held it in 31 quarters since. The position peaked at $10K in Q3 2018. 187 funds tracked by Wall St. Rank hold AIV as of Q1 2026.

Steward Partners Investment Advisory held 48 shares of Aimco worth $195 as of Q1 2026.
Steward Partners Investment Advisory left its Aimco share count unchanged in Q1 2026.
Aimco made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4314 holding.
Steward Partners Investment Advisory first reported a position in Aimco in Q1 2018 and has held it in 31 quarters since.
Steward Partners Investment Advisory's Aimco position peaked at $10K in Q3 2018.
187 funds tracked by Wall St. Rank held Aimco as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.