SS
STEM icon

Sunbelt Securities’s Stem STEM Stock Holding History

Sunbelt Securities’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
2025
Q3 		– Sell
-35
Closed -$21 – 2854
2025
Q2 		$21 Buy
+35
New +$314 ﹤0.01% 1791
2025
Q1 		– Sell
-12
Closed -$176 – 1896
2024
Q4 		$176 Hold
12
– – ﹤0.01% 1754
2024
Q3 		$82 Buy
12
+2
+20% +$31 ﹤0.01% 1809
2024
Q2 		$222 Hold
10
– – ﹤0.01% 1700
2024
Q1 		$438 Hold
10
– – ﹤0.01% 1636
2023
Q4 		$776 Hold
10
– – ﹤0.01% 1564
2023
Q3 		$848 Hold
10
– – ﹤0.01% 1612
2023
Q2 		$1.14K Buy
+10
New +$993 ﹤0.01% 1506

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sunbelt Securities's STEM Position: Q3 2025 in Review

Sunbelt Securities sold out of Stem (STEM) in Q3 2025, closing a stake of 35 shares — an estimated $21 sold.

Sunbelt Securities first reported a position in STEM in Q2 2023 and held it in 8 quarters. The position peaked at $1.14K in Q2 2023. 85 funds tracked by Wall St. Rank hold STEM as of Q3 2025.

  • Sunbelt Securities reported no remaining Stem position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 35 Stem shares in Q3 2025, an estimated $21.
  • Sunbelt Securities first reported a position in Stem in Q2 2023 and held it in 8 quarters.
  • Sunbelt Securities's Stem position peaked at $1.14K in Q2 2023.
  • 85 funds tracked by Wall St. Rank held Stem as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.