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
Q1 		$168 Hold
19
– – ﹤0.01% 1386
2025
Q4 		$286 Buy
+19
New +$364 ﹤0.01% 1371

Other funds holding STEM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Strategic Wealth Partners held its Stem (STEM) position steady in Q1 2026 at 19 shares worth $168. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Strategic Wealth Partners first reported a position in STEM in Q4 2025 and has held it in 2 quarters since. The position peaked at $286 in Q4 2025. 75 funds tracked by Wall St. Rank hold STEM as of Q1 2026.

  • Strategic Wealth Partners held 19 shares of Stem worth $168 as of Q1 2026.
  • Strategic Wealth Partners left its Stem share count unchanged in Q1 2026.
  • Stem made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1386 holding.
  • Strategic Wealth Partners first reported a position in Stem in Q4 2025 and has held it in 2 quarters since.
  • Strategic Wealth Partners's Stem position peaked at $286 in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Stem as of Q1 2026.

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