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 Q2	$66.3K	Buy	24,094 +5,020	+26%	+$18.3K	﹤0.01%	474
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 New York $164B AUM 112.45% 1-Year Est. Return

Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MIM

Merewether Investment Management Dallas, Texas $5.31B AUM 73.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Strategic Wealth Partners's SLI Position: Q2 2026 in Review

Strategic Wealth Partners increased its Standard Lithium (SLI) stake by 26% in Q2 2026, buying an estimated $18.3K and bringing the position to 24,094 shares worth $66.3K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Strategic Wealth Partners first reported a position in SLI in Q2 2024 and has held it in 8 quarters since. The position peaked at $85.3K in Q4 2025. 136 funds tracked by Wall St. Rank hold SLI as of Q2 2026.

Strategic Wealth Partners held 24,094 shares of Standard Lithium worth $66.3K as of Q2 2026.
Strategic Wealth Partners bought 5,020 Standard Lithium shares in Q2 2026, an estimated $18.3K.
Standard Lithium made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #474 holding.
Strategic Wealth Partners first reported a position in Standard Lithium in Q2 2024 and has held it in 8 quarters since.
Strategic Wealth Partners's Standard Lithium position peaked at $85.3K in Q4 2025.
136 funds tracked by Wall St. Rank held Standard Lithium as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.