Strategic Investment Solutions’s Stem STEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$195 Hold
25
﹤0.01% 666
2026
Q1
$221 Sell
25
-12
-32% -$161 ﹤0.01% 639
2025
Q4
$557 Hold
37
﹤0.01% 581
2025
Q3
$648 Hold
37
﹤0.01% 550
2025
Q2
$231 Sell
37
-1
-3% -$9 ﹤0.01% 571
2025
Q1
$263 Hold
38
﹤0.01% 592
2024
Q4
$453 Hold
38
﹤0.01% 591
2024
Q3
$261 Hold
38
﹤0.01% 598
2024
Q2
$915 Buy
+38
New +$1.11K ﹤0.01% 533
2023
Q4
$2.2K Sell
28
-1,547
-98% -$107K ﹤0.01% 954
2023
Q3
$180K Buy
1,575
+1,550
+6,200% +$177K ﹤0.01% 505
2023
Q2
$2.77K Hold
25
﹤0.01% 723
2023
Q1
$2.83K Buy
+25
New +$4.24K ﹤0.01% 825

Other funds holding STEM

Strategic Investment Solutions's STEM Position: Q2 2026 in Review

Strategic Investment Solutions held its Stem (STEM) position steady in Q2 2026 at 25 shares worth $195. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Strategic Investment Solutions first reported a position in STEM in Q1 2023 and has held it in 13 quarters since. The position peaked at $180K in Q3 2023. 73 funds tracked by Wall St. Rank hold STEM as of Q2 2026.

  • Strategic Investment Solutions held 25 shares of Stem worth $195 as of Q2 2026.
  • Strategic Investment Solutions left its Stem share count unchanged in Q2 2026.
  • Stem made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #666 holding.
  • Strategic Investment Solutions first reported a position in Stem in Q1 2023 and has held it in 13 quarters since.
  • Strategic Investment Solutions's Stem position peaked at $180K in Q3 2023.
  • 73 funds tracked by Wall St. Rank held Stem as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.