SWP
STEM icon

Strategic Wealth Partners’s Stem STEM Stock Holding History

Strategic Wealth Partners’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$148 Hold
19
– – ﹤0.01% 1380
2026
Q1 		$168 Hold
19
– – ﹤0.01% 1386
2025
Q4 		$286 Buy
+19
New +$364 ﹤0.01% 1371

Other funds holding STEM

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Vanguard Capital Management
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Strategic Wealth Partners held its Stem (STEM) position steady in Q2 2026 at 19 shares worth $148. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Strategic Wealth Partners first reported a position in STEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $286 in Q4 2025. 73 funds tracked by Wall St. Rank hold STEM as of Q2 2026.

  • Strategic Wealth Partners held 19 shares of Stem worth $148 as of Q2 2026.
  • Strategic Wealth Partners left its Stem share count unchanged in Q2 2026.
  • Stem made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1380 holding.
  • Strategic Wealth Partners first reported a position in Stem in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Stem position peaked at $286 in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Stem as of Q2 2026.

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