SPIA
ME

Steward Partners Investment Advisory’s 23andMe Holding Co ME Stock Holding History

Steward Partners Investment Advisory’s Portfolio ME Stock Details ME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,215
Closed -$898 – 4287
2025
Q1 		$898 Hold
1,215
– – ﹤0.01% 3790
2024
Q4 		$3.95K Buy
1,215
+2
+0.2% +$9 ﹤0.01% 3447
2024
Q3 		$8.43K Sell
1,213
-50
-4% -$373 ﹤0.01% 3014
2024
Q2 		$9.88K Hold
1,263
– – ﹤0.01% 2825
2024
Q1 		$13.4K Buy
1,263
+6
+0.5% +$77 ﹤0.01% 2694
2023
Q4 		$23K Hold
1,257
– – ﹤0.01% 2339
2023
Q3 		$24.6K Sell
1,257
-62
-5% -$1.74K ﹤0.01% 2210
2023
Q2 		$46.2K Hold
1,319
– – ﹤0.01% 1920
2023
Q1 		$60.1K Hold
1,319
– – ﹤0.01% 1796
2022
Q4 		$57K Sell
1,319
-150
-10% -$8.73K ﹤0.01% 1782
2022
Q3 		$84K Hold
1,469
– – ﹤0.01% 1565
2022
Q2 		$73K Sell
1,469
-10
-0.7% -$579 ﹤0.01% 1628
2022
Q1 		$113K Buy
1,479
+1,207
+444% +$110K ﹤0.01% 1560
2021
Q4 		$36K Buy
272
+197
+263% +$36.4K ﹤0.01% 2057
2021
Q3 		$14K Buy
75
+25
+50% +$4.44K ﹤0.01% 2490
2021
Q2 		$12K Sell
50
-25
-33% -$5.2K ﹤0.01% 5742
2021
Q1 		$15.3K Buy
+75
New +$18.3K ﹤0.01% 2592

Other funds holding ME

FIA
FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Steward Partners Investment Advisory's ME Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of 23andMe Holding Co (ME) in Q2 2025, closing a stake of 1,215 shares — an estimated $898 sold.

Steward Partners Investment Advisory first reported a position in ME in Q1 2021 and held it in 17 quarters. The position peaked at $113K in Q1 2022. 2 funds tracked by Wall St. Rank hold ME as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining 23andMe Holding Co position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,215 23andMe Holding Co shares in Q2 2025, an estimated $898.
  • Steward Partners Investment Advisory first reported a position in 23andMe Holding Co in Q1 2021 and held it in 17 quarters.
  • Steward Partners Investment Advisory's 23andMe Holding Co position peaked at $113K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.