Steward Partners Investment Advisory’s Wallbox WBX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5	Closed	-$12	–	4576
2025 Q4	$12	Hold	5	–	–	﹤0.01%	4282
2025 Q3	$22	Hold	5	–	–	﹤0.01%	4229
2025 Q2	$32	Hold	5	–	–	﹤0.01%	4075
2025 Q1	$33	Hold	5	–	–	﹤0.01%	3972
2024 Q4	$50	Hold	5	–	–	﹤0.01%	3931
2024 Q3	$122	Hold	5	–	–	﹤0.01%	3669
2024 Q2	$131	Hold	5	–	–	﹤0.01%	3545
2024 Q1	$142	Hold	5	–	–	﹤0.01%	3489
2023 Q4	$175	Hold	5	–	–	﹤0.01%	3418
2023 Q3	$225	Hold	5	–	–	﹤0.01%	3286
2023 Q2	$354	Hold	5	–	–	﹤0.01%	3210
2023 Q1	$489	Hold	5	–	–	﹤0.01%	3176
2022 Q4	$358	Hold	5	–	–	﹤0.01%	3218
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	3180
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	3180
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	3231
2021 Q4	$2K	Buy	+5	New	+$1.37K	﹤0.01%	3040

Other funds holding WBX

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hoey Investments Coatesville, Pennsylvania $774M AUM 27.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Steward Partners Investment Advisory sold out of Wallbox (WBX) in Q1 2026, closing a stake of 5 shares — an estimated $12 sold.

Steward Partners Investment Advisory first reported a position in WBX in Q4 2021 and held it in 17 quarters. The position peaked at $2K in Q4 2021. 14 funds tracked by Wall St. Rank hold WBX as of Q1 2026.

Steward Partners Investment Advisory reported no remaining Wallbox position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 5 Wallbox shares in Q1 2026, an estimated $12.
Steward Partners Investment Advisory first reported a position in Wallbox in Q4 2021 and held it in 17 quarters.
Steward Partners Investment Advisory's Wallbox position peaked at $2K in Q4 2021.
14 funds tracked by Wall St. Rank held Wallbox as of Q1 2026.

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