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Total Wealth Planning & Management’s STMicroelectronics STM Stock Holding History

Total Wealth Planning & Management’s Portfolio STM Stock Details STM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.26M Sell
16,830
-23,005
-58% -$1.38M 0.85% 26
2026
Q1 		$1.38M Buy
+39,835
New +$1.25M 1.02% 20

Other funds holding STM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Total Wealth Planning & Management's STM Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its STMicroelectronics (STM) stake by 58% in Q2 2026, selling an estimated $1.38M and leaving 16,830 shares worth $1.26M. The position accounts for 0.85% of the portfolio, ranked #26.

Total Wealth Planning & Management first reported a position in STM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.38M in Q1 2026. 604 funds tracked by Wall St. Rank hold STM as of Q2 2026.

  • Total Wealth Planning & Management held 16,830 shares of STMicroelectronics worth $1.26M as of Q2 2026.
  • Total Wealth Planning & Management sold 23,005 STMicroelectronics shares in Q2 2026, an estimated $1.38M.
  • STMicroelectronics made up 0.85% of Total Wealth Planning & Management's portfolio in Q2 2026, its #26 holding.
  • Total Wealth Planning & Management first reported a position in STMicroelectronics in Q1 2026 and has held it in 2 quarters since.
  • Total Wealth Planning & Management's STMicroelectronics position peaked at $1.38M in Q1 2026.
  • 604 funds tracked by Wall St. Rank held STMicroelectronics as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.