SWP
PARA

Strategic Wealth Partners’s Paramount Global Class B PARA Stock Holding History

Strategic Wealth Partners’s Portfolio PARA Stock Details PARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-100
Closed -$1.29K – 1373
2025
Q2 		$1.29K Buy
+100
New +$1.17K ﹤0.01% 1033
2021
Q1 		– Sell
-20,809
Closed -$775K – 202
2020
Q4 		$775K Sell
20,809
-769
-4% -$24.7K 0.33% 78
2020
Q3 		$604K Buy
+21,578
New +$578K 0.31% 79
2018
Q2 		– Sell
-5
Closed – – 807
2018
Q1 		$0 Buy
+5
New +$275 ﹤0.01% 814

Other funds holding PARA

HRC
Hoertkorn Richard Charles $122M AUM 31% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Strategic Wealth Partners's PARA Position: Q3 2025 in Review

Strategic Wealth Partners sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 100 shares — an estimated $1.29K sold.

Strategic Wealth Partners first reported a position in PARA in Q1 2018 and held it in 4 quarters. The position peaked at $775K in Q4 2020. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Strategic Wealth Partners reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 100 Paramount Global Class B shares in Q3 2025, an estimated $1.29K.
  • Strategic Wealth Partners first reported a position in Paramount Global Class B in Q1 2018 and held it in 4 quarters.
  • Strategic Wealth Partners's Paramount Global Class B position peaked at $775K in Q4 2020.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Strategic Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.