Steward Partners Investment Advisory’s ESS Tech GWH Stock Holding History

Steward Partners Investment Advisory’s Portfolio GWH Stock Details GWH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,825	Closed	-$16.6K	–	4075
2024 Q4	$16.6K	Buy	2,825 +2,325	+465%	+$15.5K	﹤0.01%	2884
2024 Q3	$3.16K	Buy	500 +300	+150%	+$2.72K	﹤0.01%	3317
2024 Q2	$2.45K	Hold	200	–	–	﹤0.01%	3243
2024 Q1	$2.17K	Hold	200	–	–	﹤0.01%	3273
2023 Q4	$3.42K	Hold	200	–	–	﹤0.01%	3091
2023 Q3	$5.64K	Buy	+200	New	+$4.87K	﹤0.01%	2784
2023 Q2	–	Sell	-27	Closed	-$570	–	3348
2023 Q1	$570	Sell	27 -21	-44%	-$585	﹤0.01%	3164
2022 Q4	$1.74K	Sell	48 -11,924	-100%	-$612K	﹤0.01%	3043
2022 Q3	$734K	Buy	11,972 +11,900	+16,528%	+$705K	0.01%	734
2022 Q2	$3K	Buy	72 +5	+7%	+$351	﹤0.01%	2912
2022 Q1	$6K	Buy	67 +44	+191%	+$3.93K	﹤0.01%	2823
2021 Q4	$4K	Buy	+23	New	+$5.08K	﹤0.01%	2884

Other funds holding GWH

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LNWTC

Laird Norton Wetherby Trust Company Seattle, Washington $4.58B AUM 30.77% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Partners Investment Advisory's GWH Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of ESS Tech (GWH) in Q1 2025, closing a stake of 2,825 shares — an estimated $16.6K sold.

Steward Partners Investment Advisory first reported a position in GWH in Q4 2021 and held it in 12 quarters. The position peaked at $734K in Q3 2022. 45 funds tracked by Wall St. Rank hold GWH as of Q1 2025.

Steward Partners Investment Advisory reported no remaining ESS Tech position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 2,825 ESS Tech shares in Q1 2025, an estimated $16.6K.
Steward Partners Investment Advisory first reported a position in ESS Tech in Q4 2021 and held it in 12 quarters.
Steward Partners Investment Advisory's ESS Tech position peaked at $734K in Q3 2022.
45 funds tracked by Wall St. Rank held ESS Tech as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.