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Steward Partners Investment Advisory’s Coda Octopus Group CODA Stock Holding History

Steward Partners Investment Advisory’s Portfolio CODA Stock Details CODA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$170 Buy
+15
New +$184 ﹤0.01% 4327
2020
Q1 		– Sell
-100
Closed – – 2519
2019
Q4 		$0 Hold
100
– – ﹤0.01% 2599
2019
Q3 		$0 Buy
+100
New +$1.08K ﹤0.01% 2628

Other funds holding CODA

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Steward Partners Investment Advisory opened a new position in Coda Octopus Group (CODA) in Q1 2026: 15 shares worth $170. The stake represents ﹤0.01% of the portfolio and ranks #4327 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in CODA as recently as Q4 2019.

Steward Partners Investment Advisory first reported a position in CODA in Q3 2019 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold CODA as of Q1 2026.

  • Steward Partners Investment Advisory held 15 shares of Coda Octopus Group worth $170 as of Q1 2026.
  • Coda Octopus Group was a new Steward Partners Investment Advisory position in Q1 2026.
  • Coda Octopus Group made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4327 holding.
  • Steward Partners Investment Advisory first reported a position in Coda Octopus Group in Q3 2019 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held Coda Octopus Group as of Q1 2026.

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