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United Financial Planning Group’s Neuronetics STIM Stock Holding History

United Financial Planning Group’s Portfolio STIM Stock Details STIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-100
Closed -$138 – 612
2025
Q4 		$138 Buy
+100
New +$209 ﹤0.01% 484

Other funds holding STIM

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Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LG
Lane Generational Dover, Massachusetts $114M AUM 43.8% 1-Year Est. Return
FCM
FourWorld Capital Management New York $110M AUM 44.07% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

United Financial Planning Group's STIM Position: Q1 2026 in Review

United Financial Planning Group sold out of Neuronetics (STIM) in Q1 2026, closing a stake of 100 shares — an estimated $138 sold.

United Financial Planning Group first reported a position in STIM in Q4 2025 and held it in 1 quarter. The position peaked at $138 in Q4 2025. 99 funds tracked by Wall St. Rank hold STIM as of Q1 2026.

  • United Financial Planning Group reported no remaining Neuronetics position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 100 Neuronetics shares in Q1 2026, an estimated $138.
  • United Financial Planning Group first reported a position in Neuronetics in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Neuronetics position peaked at $138 in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Neuronetics as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.