VWA
STK

VSM Wealth Advisory’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

VSM Wealth Advisory’s Portfolio STK Stock Details STK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$683 Hold
18
– – ﹤0.01% 468
2025
Q4 		$662 Buy
+18
New +$662 ﹤0.01% 425
2025
Q3 		– Sell
-5
Closed -$152 – 500
2025
Q2 		$152 Buy
+5
New +$141 ﹤0.01% 497

Other funds holding STK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VSM Wealth Advisory's STK Position: Q1 2026 in Review

VSM Wealth Advisory held its Columbia Seligman Premium Technology Growth Fund (STK) position steady in Q1 2026 at 18 shares worth $683. The position accounts for ﹤0.01% of the portfolio, ranked #468.

VSM Wealth Advisory first reported a position in STK in Q2 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold STK as of Q1 2026.

  • VSM Wealth Advisory held 18 shares of Columbia Seligman Premium Technology Growth Fund worth $683 as of Q1 2026.
  • VSM Wealth Advisory left its Columbia Seligman Premium Technology Growth Fund share count unchanged in Q1 2026.
  • Columbia Seligman Premium Technology Growth Fund made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q1 2026, its #468 holding.
  • VSM Wealth Advisory first reported a position in Columbia Seligman Premium Technology Growth Fund in Q2 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.