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Steward Partners Investment Advisory’s Wipro WIT Stock Holding History

Steward Partners Investment Advisory’s Portfolio WIT Stock Details WIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10
Closed -$28 – 4579
2025
Q4 		$28 Buy
+10
New +$27 ﹤0.01% 4266
2018
Q3 		– Sell
-4,725
Closed -$8K – 2719
2018
Q2 		$8K Hold
4,725
– – ﹤0.01% 1837
2018
Q1 		$9K Sell
4,725
-2,150
-31% -$4.42K ﹤0.01% 1620
2017
Q4 		$14K Hold
6,875
– – ﹤0.01% 1251
2017
Q3 		$14K Buy
6,875
+614
+10% +$1.34K ﹤0.01% 1034
2017
Q2 		$12K Hold
6,261
– – ﹤0.01% 1008
2017
Q1 		$12K Buy
+6,261
New +$11.4K ﹤0.01% 902

Other funds holding WIT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DE
Defiance ETFs New York $6.95B AUM
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
ACP
Avantyr Capital Partners New York $2.08B AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return