SPIA
SFIX

Steward Partners Investment Advisory’s Stitch Fix SFIX Stock Holding History

Steward Partners Investment Advisory’s Portfolio SFIX Stock Details SFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36 Hold
11
– – ﹤0.01% 4372
2025
Q4 		$58 Hold
11
– – ﹤0.01% 4244
2025
Q3 		$48 Hold
11
– – ﹤0.01% 4214
2025
Q2 		$41 Hold
11
– – ﹤0.01% 4066
2025
Q1 		$36 Buy
+11
New +$50 ﹤0.01% 3967
2021
Q2 		– Sell
-1,917
Closed -$95K – 7365
2021
Q1 		$95K Buy
+1,917
New +$135K ﹤0.01% 1657
2020
Q4 		– Sell
-825
Closed -$22K – 2979
2020
Q3 		$22K Hold
825
– – ﹤0.01% 1864
2020
Q2 		$21K Buy
+825
New +$16.3K ﹤0.01% 1762
2019
Q4 		– Sell
-300
Closed -$5K – 2728
2019
Q3 		$5K Buy
+300
New +$6.97K ﹤0.01% 2255
2018
Q4 		– Sell
-100
Closed -$4K – 1919
2018
Q3 		$4K Hold
100
– – ﹤0.01% 2220
2018
Q2 		$3K Buy
+100
New +$2.27K ﹤0.01% 2140

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return