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TRUE Private Wealth Advisors’s Stagwell STGW Stock Holding History

TRUE Private Wealth Advisors’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-38,694
Closed -$243K – 291
2026
Q1 		$243K Sell
38,694
-8,900
-19% -$49.8K 0.02% 242
2025
Q4 		$233K Sell
47,594
-13,408
-22% -$69.8K 0.02% 238
2025
Q3 		$343K Hold
61,002
– – 0.04% 192
2025
Q2 		$275K Sell
61,002
-135
-0.2% -$679 0.03% 213
2025
Q1 		$370K Buy
61,137
+135
+0.2% +$849 0.04% 162
2024
Q4 		$401K Buy
61,002
+38,694
+173% +$276K 0.05% 153
2024
Q3 		$157K Buy
22,308
+6,408
+40% +$43.9K 0.02% 209
2024
Q2 		$108K Hold
15,900
– – 0.01% 274
2024
Q1 		$98.9K Hold
15,900
– – 0.01% 280
2023
Q4 		$105K Buy
+15,900
New +$79.3K 0.01% 287

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TRUE Private Wealth Advisors's STGW Position: Q2 2026 in Review

TRUE Private Wealth Advisors sold out of Stagwell (STGW) in Q2 2026, closing a stake of 38,694 shares — an estimated $243K sold.

TRUE Private Wealth Advisors first reported a position in STGW in Q4 2023 and held it in 10 quarters. The position peaked at $401K in Q4 2024. 183 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

  • TRUE Private Wealth Advisors reported no remaining Stagwell position as of Q2 2026 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 38,694 Stagwell shares in Q2 2026, an estimated $243K.
  • TRUE Private Wealth Advisors first reported a position in Stagwell in Q4 2023 and held it in 10 quarters.
  • TRUE Private Wealth Advisors's Stagwell position peaked at $401K in Q4 2024.
  • 183 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.