TWD
STGW icon

True Wealth Design’s Stagwell STGW Stock Holding History

True Wealth Design’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 		$996 Buy
134
+36
+37% +$239 ﹤0.01% 1980
2026
Q1 		$617 Buy
+98
New +$548 ﹤0.01% 1979
2025
Q2 		– Sell
-26
Closed -$158 – 2813
2025
Q1 		$158 Buy
+26
New +$164 ﹤0.01% 2043

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 Wealth Design's STGW Position: Q2 2026 in Review

True Wealth Design increased its Stagwell (STGW) stake by 37% in Q2 2026, buying an estimated $239 and bringing the position to 134 shares worth $996. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

True Wealth Design first reported a position in STGW in Q1 2025 and has held it in 3 quarters since. 183 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

  • True Wealth Design held 134 shares of Stagwell worth $996 as of Q2 2026.
  • True Wealth Design bought 36 Stagwell shares in Q2 2026, an estimated $239.
  • Stagwell made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1980 holding.
  • True Wealth Design first reported a position in Stagwell in Q1 2025 and has held it in 3 quarters since.
  • 183 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.