UBS AM’s Stem STEM Stock Holding History

UBS AM’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	$484	Hold	62	–	–	﹤0.01%	3660
2026 Q1	$548	Buy	+62	New	+$832	﹤0.01%	3722
2024 Q4	–	Sell	-120,304	Closed	-$837K	–	2752
2024 Q3	$837K	Buy	120,304 +52,391	+77%	+$825K	﹤0.01%	2476
2024 Q2	$1.51M	Buy	67,913 +58,384	+613%	+$1.71M	﹤0.01%	2146
2024 Q1	$417K	Buy	9,529 +121	+1%	+$6.73K	﹤0.01%	2336
2023 Q4	$730K	Buy	9,408 +1,304	+16%	+$89.9K	﹤0.01%	2184
2023 Q3	$687K	Buy	8,104 +3,691	+84%	+$422K	﹤0.01%	2159
2023 Q2	$500K	Hold	4,413	–	–	﹤0.01%	2323
2023 Q1	$500K	Sell	4,413 -1,300	-23%	-$220K	﹤0.01%	2323
2022 Q4	$1.02M	Buy	5,713 +946	+20%	+$227K	﹤0.01%	1848
2022 Q3	$1.27M	Sell	4,767 -766	-14%	-$196K	﹤0.01%	1826
2022 Q2	$792K	Buy	5,533 +3,533	+177%	+$587K	﹤0.01%	2085
2022 Q1	$440K	Hold	2,000	–	–	﹤0.01%	2500
2021 Q4	$759K	Buy	+2,000	New	+$867K	﹤0.01%	2353

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

UBS AM's STEM Position: Q2 2026 in Review

UBS AM held its Stem (STEM) position steady in Q2 2026 at 62 shares worth $484. The position accounts for ﹤0.01% of the portfolio, ranked #3660.

UBS AM first reported a position in STEM in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.51M in Q2 2024. 73 funds tracked by Wall St. Rank hold STEM as of Q2 2026.

UBS AM held 62 shares of Stem worth $484 as of Q2 2026.
UBS AM left its Stem share count unchanged in Q2 2026.
Stem made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3660 holding.
UBS AM first reported a position in Stem in Q4 2021 and has held it in 14 quarters since.
UBS AM's Stem position peaked at $1.51M in Q2 2024.
73 funds tracked by Wall St. Rank held Stem as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.