SPIA
SI

Steward Partners Investment Advisory’s Shoulder Innovations Inc SI Stock Holding History

Steward Partners Investment Advisory’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,000
Closed -$14.5K – 4903
2026
Q1 		$14.5K Hold
1,000
– – ﹤0.01% 3383
2025
Q4 		$14.3K Hold
1,000
– – ﹤0.01% 3284
2025
Q3 		$12.6K Buy
+1,000
New +$14K ﹤0.01% 3301

Other funds holding SI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KC
KCM Capital Shawnee, Kansas $618M AUM
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
RC
Roubaix Capital Denver, Colorado $279M AUM 54.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Steward Partners Investment Advisory sold out of Shoulder Innovations Inc (SI) in Q2 2026, closing a stake of 1,000 shares — an estimated $14.5K sold.

Steward Partners Investment Advisory first reported a position in SI in Q3 2025 and held it in 3 quarters. The position peaked at $14.5K in Q1 2026. 51 funds tracked by Wall St. Rank hold SI as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining Shoulder Innovations Inc position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,000 Shoulder Innovations Inc shares in Q2 2026, an estimated $14.5K.
  • Steward Partners Investment Advisory first reported a position in Shoulder Innovations Inc in Q3 2025 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Shoulder Innovations Inc position peaked at $14.5K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Shoulder Innovations Inc as of Q2 2026.

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