TopTier Wealth Management’s Stem STEM Stock Holding History

TopTier Wealth Management’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	–	Sell	-91	Closed	-$804	–	653
2026 Q1	$804	Buy	+91	New	+$1.22K	﹤0.01%	523

Other funds holding STEM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

TopTier Wealth Management's STEM Position: Q2 2026 in Review

TopTier Wealth Management sold out of Stem (STEM) in Q2 2026, closing a stake of 91 shares — an estimated $804 sold.

TopTier Wealth Management first reported a position in STEM in Q1 2026 and held it in 1 quarter. The position peaked at $804 in Q1 2026. 73 funds tracked by Wall St. Rank hold STEM as of Q2 2026.

TopTier Wealth Management reported no remaining Stem position as of Q2 2026 after selling out during the quarter.
TopTier Wealth Management sold 91 Stem shares in Q2 2026, an estimated $804.
TopTier Wealth Management first reported a position in Stem in Q1 2026 and held it in 1 quarter.
TopTier Wealth Management's Stem position peaked at $804 in Q1 2026.
73 funds tracked by Wall St. Rank held Stem as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.