Steward Partners Investment Advisory
USLM icon

Steward Partners Investment Advisory’s United States Lime & Minerals USLM Stock Holding History

Steward Partners Investment Advisory’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.3K Hold
375
– – ﹤0.01% 3089
2026
Q1 		$49K Hold
375
– – ﹤0.01% 2794
2025
Q4 		$44.9K Hold
375
– – ﹤0.01% 2729
2025
Q3 		$49.3K Hold
375
– – ﹤0.01% 2618
2025
Q2 		$37.4K Hold
375
– – ﹤0.01% 2621
2025
Q1 		$33.1K Sell
375
-510
-58% -$53K ﹤0.01% 2584
2024
Q4 		$117K Buy
885
+510
+136% +$64.7K ﹤0.01% 1902
2024
Q3 		$36.6K Buy
+375
New +$30.1K ﹤0.01% 2392

Other funds holding USLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Steward Partners Investment Advisory held its United States Lime & Minerals (USLM) position steady in Q2 2026 at 375 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3089.

Steward Partners Investment Advisory first reported a position in USLM in Q3 2024 and has held it in 8 quarters since. The position peaked at $117K in Q4 2024. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • Steward Partners Investment Advisory held 375 shares of United States Lime & Minerals worth $39.3K as of Q2 2026.
  • Steward Partners Investment Advisory left its United States Lime & Minerals share count unchanged in Q2 2026.
  • United States Lime & Minerals made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3089 holding.
  • Steward Partners Investment Advisory first reported a position in United States Lime & Minerals in Q3 2024 and has held it in 8 quarters since.
  • Steward Partners Investment Advisory's United States Lime & Minerals position peaked at $117K in Q4 2024.
  • 235 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

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