SPIA
SSII

Steward Partners Investment Advisory’s SS Innovations International SSII Stock Holding History

Steward Partners Investment Advisory’s Portfolio SSII Stock Details SSII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.5K Hold
1,100
– – ﹤0.01% 3762
2025
Q4 		$6.25K Hold
1,100
– – ﹤0.01% 3619
2025
Q3 		$7.15K Hold
1,100
– – ﹤0.01% 3532
2025
Q2 		$6.48K Buy
+1,100
New +$8.32K ﹤0.01% 3390

Other funds holding SSII

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Steward Partners Investment Advisory's SSII Position: Q1 2026 in Review

Steward Partners Investment Advisory held its SS Innovations International (SSII) position steady in Q1 2026 at 1,100 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3762.

Steward Partners Investment Advisory first reported a position in SSII in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.15K in Q3 2025. 26 funds tracked by Wall St. Rank hold SSII as of Q1 2026.

  • Steward Partners Investment Advisory held 1,100 shares of SS Innovations International worth $5.5K as of Q1 2026.
  • Steward Partners Investment Advisory left its SS Innovations International share count unchanged in Q1 2026.
  • SS Innovations International made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3762 holding.
  • Steward Partners Investment Advisory first reported a position in SS Innovations International in Q2 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's SS Innovations International position peaked at $7.15K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held SS Innovations International as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.