Steward Partners Investment Advisory’s Vertical Aerospace EVTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.2K Sell
8,150
-500
-6% -$1.2K ﹤0.01% 3557
2026
Q1
$19.1K Sell
8,650
-8,750
-50% -$39.8K ﹤0.01% 3258
2025
Q4
$92.7K Hold
17,400
﹤0.01% 2341
2025
Q3
$90.3K Buy
+17,400
New +$96.7K ﹤0.01% 2291

Other funds holding EVTL

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

Steward Partners Investment Advisory reduced its Vertical Aerospace (EVTL) stake by 5.8% in Q2 2026, selling an estimated $1.2K and leaving 8,150 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3557.

Steward Partners Investment Advisory first reported a position in EVTL in Q3 2025 and has held it in 4 quarters since. The position peaked at $92.7K in Q4 2025. 54 funds tracked by Wall St. Rank hold EVTL as of Q2 2026.

  • Steward Partners Investment Advisory held 8,150 shares of Vertical Aerospace worth $14.2K as of Q2 2026.
  • Steward Partners Investment Advisory sold 500 Vertical Aerospace shares in Q2 2026, an estimated $1.2K.
  • Vertical Aerospace made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3557 holding.
  • Steward Partners Investment Advisory first reported a position in Vertical Aerospace in Q3 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's Vertical Aerospace position peaked at $92.7K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Vertical Aerospace as of Q2 2026.

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