UPS
STEW

UHLMANN PRICE SECURITIES’s SRH Total Return Fund STEW Stock Holding History

UHLMANN PRICE SECURITIES’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.21M Buy
68,666
+1,900
+3% +$33.6K 0.87% 26
2025
Q1 		$1.15M Buy
66,766
+5,110
+8% +$88.2K 0.85% 29
2024
Q4 		$988K Buy
61,656
+2,321
+4% +$37.2K 0.75% 34
2024
Q3 		$938K Buy
+59,335
New +$938K 0.75% 31