Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s PAVmed PAVM Stock Holding History

Steward Partners Investment Advisory’s Portfolio PAVM Stock Details PAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12 Buy
2
+1
+100% +$7 ﹤0.01% 4623
2026
Q1 		$10 Buy
+1
New +$9 ﹤0.01% 4395
2025
Q4 		– Hold
0
– – – 4432
2025
Q3 		– Hold
0
– – – 4354
2025
Q2 		– Hold
0
– – – 4114
2025
Q1 		– Hold
0
– – – 4015
2024
Q4 		– Hold
0
– – – 3965
2024
Q3 		– Hold
0
– – – 3738
2024
Q2 		– Hold
0
– – – 3604
2024
Q1 		– Hold
0
– – – 3557
2023
Q4 		– Hold
0
– – – 3485
2021
Q2 		– Sell
-42
Closed -$84.4K – 7318
2021
Q1 		$84.4K Buy
+42
New +$63.2K ﹤0.01% 1707

Other funds holding PAVM

Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Steward Partners Investment Advisory increased its PAVmed (PAVM) stake by 100% in Q2 2026, buying an estimated $7 and bringing the position to 2 shares worth $12. The position accounts for ﹤0.01% of the portfolio, ranked #4623.

Steward Partners Investment Advisory first reported a position in PAVM in Q1 2021 and has held it in 3 quarters since. The position peaked at $84.4K in Q1 2021. 19 funds tracked by Wall St. Rank hold PAVM as of Q2 2026.

  • Steward Partners Investment Advisory held 2 shares of PAVmed worth $12 as of Q2 2026.
  • Steward Partners Investment Advisory bought 1 PAVmed share in Q2 2026, an estimated $7.
  • PAVmed made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4623 holding.
  • Steward Partners Investment Advisory first reported a position in PAVmed in Q1 2021 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's PAVmed position peaked at $84.4K in Q1 2021.
  • 19 funds tracked by Wall St. Rank held PAVmed as of Q2 2026.

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