SWP
SLI

Strategic Wealth Partners’s Standard Lithium SLI Stock Holding History

Strategic Wealth Partners’s Portfolio SLI Stock Details SLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$65K Hold
19,074
– – ﹤0.01% 466
2025
Q4 		$85.3K Hold
19,074
– – 0.01% 430
2025
Q3 		$64.3K Hold
19,074
– – ﹤0.01% 508
2025
Q2 		$37.4K Buy
+19,074
New +$30K ﹤0.01% 546
2024
Q4 		$30K Buy
19,511
+5,000
+34% +$9.19K ﹤0.01% 315
2024
Q3 		$23.4K Sell
14,511
-1,000
-6% -$1.29K ﹤0.01% 294
2024
Q2 		$19.4K Buy
+15,511
New +$21.6K ﹤0.01% 289

Other funds holding SLI

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
MIM
Merewether Investment Management Dallas, Texas $5.16B AUM 86.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BGM
Burkehill Global Management New York $2.02B AUM 85.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Strategic Wealth Partners's SLI Position: Q1 2026 in Review

Strategic Wealth Partners held its Standard Lithium (SLI) position steady in Q1 2026 at 19,074 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Strategic Wealth Partners first reported a position in SLI in Q2 2024 and has held it in 7 quarters since. The position peaked at $85.3K in Q4 2025. 140 funds tracked by Wall St. Rank hold SLI as of Q1 2026.

  • Strategic Wealth Partners held 19,074 shares of Standard Lithium worth $65K as of Q1 2026.
  • Strategic Wealth Partners left its Standard Lithium share count unchanged in Q1 2026.
  • Standard Lithium made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #466 holding.
  • Strategic Wealth Partners first reported a position in Standard Lithium in Q2 2024 and has held it in 7 quarters since.
  • Strategic Wealth Partners's Standard Lithium position peaked at $85.3K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Standard Lithium as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.