Steward Partners Investment Advisory’s Stem STEM Stock Holding History

Steward Partners Investment Advisory’s Portfolio STEM Stock Details STEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.2K	Buy	3,487 +1,000	+40%	+$9.28K	﹤0.01%	3274
2026 Q1	$22K	Buy	+2,487	New	+$33.4K	﹤0.01%	3184
2025 Q4	–	Sell	-5	Closed	-$88	–	4461
2025 Q3	$88	Hold	5	–	–	﹤0.01%	4192
2025 Q2	$31	Hold	5	–	–	﹤0.01%	4076
2025 Q1	$35	Buy	+5	New	+$58	﹤0.01%	3969
2022 Q1	–	Sell	-29	Closed	-$11K	–	3372
2021 Q4	$11K	Sell	29 -92	-76%	-$39.9K	﹤0.01%	2570
2021 Q3	$58K	Buy	121 +68	+128%	+$35.8K	﹤0.01%	1821
2021 Q2	$38K	Sell	53 -45	-46%	-$24.5K	﹤0.01%	3850
2021 Q1	$51.8K	Buy	+98	New	+$62.9K	﹤0.01%	1962

Other funds holding STEM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Steward Partners Investment Advisory increased its Stem (STEM) stake by 40% in Q2 2026, buying an estimated $9.28K and bringing the position to 3,487 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3274.

Steward Partners Investment Advisory first reported a position in STEM in Q1 2021 and has held it in 9 quarters since. The position peaked at $58K in Q3 2021. 51 funds tracked by Wall St. Rank hold STEM as of Q2 2026.

Steward Partners Investment Advisory held 3,487 shares of Stem worth $27.2K as of Q2 2026.
Steward Partners Investment Advisory bought 1,000 Stem shares in Q2 2026, an estimated $9.28K.
Stem made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3274 holding.
Steward Partners Investment Advisory first reported a position in Stem in Q1 2021 and has held it in 9 quarters since.
Steward Partners Investment Advisory's Stem position peaked at $58K in Q3 2021.
51 funds tracked by Wall St. Rank held Stem as of Q2 2026.

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