Steward Partners Investment Advisory’s GMS Inc GMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-1,050
Closed -$114K 4306
2025
Q2
$114K Hold
1,050
﹤0.01% 2036
2025
Q1
$76.8K Hold
1,050
﹤0.01% 2168
2024
Q4
$89.1K Hold
1,050
﹤0.01% 2039
2024
Q3
$95.1K Sell
1,050
-708
-40% -$62.6K ﹤0.01% 1900
2024
Q2
$142K Buy
1,758
+124
+8% +$11.4K ﹤0.01% 1614
2024
Q1
$159K Buy
1,634
+584
+56% +$51.1K ﹤0.01% 1537
2023
Q4
$86.6K Sell
1,050
-400
-28% -$26.8K ﹤0.01% 1755
2023
Q3
$92.8K Sell
1,450
-500
-26% -$34.7K ﹤0.01% 1608
2023
Q2
$135K Hold
1,950
﹤0.01% 1442
2023
Q1
$113K Hold
1,950
﹤0.01% 1533
2022
Q4
$97.1K Sell
1,950
-350
-15% -$16.8K ﹤0.01% 1568
2022
Q3
$92K Hold
2,300
﹤0.01% 1529
2022
Q2
$102K Hold
2,300
﹤0.01% 1476
2022
Q1
$114K Hold
2,300
﹤0.01% 1552
2021
Q4
$138K Buy
+2,300
New +$124K ﹤0.01% 1459
2020
Q4
Sell
-400
Closed -$10K 2929
2020
Q3
$10K Hold
400
﹤0.01% 2138
2020
Q2
$10K Hold
400
﹤0.01% 2036
2020
Q1
$6K Hold
400
﹤0.01% 2023
2019
Q4
$10K Buy
+400
New +$11.7K ﹤0.01% 2007

Other funds holding GMS

Steward Partners Investment Advisory's GMS Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of GMS Inc (GMS) in Q3 2025, closing a stake of 1,050 shares — an estimated $114K sold.

Steward Partners Investment Advisory first reported a position in GMS in Q4 2019 and held it in 19 quarters. The position peaked at $159K in Q1 2024. 3 funds tracked by Wall St. Rank hold GMS as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining GMS Inc position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,050 GMS Inc shares in Q3 2025, an estimated $114K.
  • Steward Partners Investment Advisory first reported a position in GMS Inc in Q4 2019 and held it in 19 quarters.
  • Steward Partners Investment Advisory's GMS Inc position peaked at $159K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held GMS Inc as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.