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Wealthspire Advisors (New York)’s Stem STEM Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-723
Closed -$12.7K – 2657
2025
Q3 		$12.7K Buy
+723
New +$10.2K ﹤0.01% 1898
2025
Q2 		– Sell
-719
Closed -$5.04K – 874
2025
Q1 		$5.04K Buy
719
+65
+10% +$753 ﹤0.01% 788
2024
Q4 		$7.89K Hold
654
– – ﹤0.01% 791
2024
Q3 		$4.56K Buy
654
+100
+18% +$1.57K ﹤0.01% 752
2024
Q2 		$12.3K Buy
554
+25
+5% +$733 ﹤0.01% 660
2024
Q1 		$23.2K Hold
529
– – ﹤0.01% 634
2023
Q4 		$41.1K Hold
529
– – ﹤0.01% 636
2023
Q3 		$44.9K Hold
529
– – ﹤0.01% 587
2023
Q2 		$60.5K Sell
529
-35
-6% -$3.47K ﹤0.01% 549
2023
Q1 		$64K Buy
564
+60
+12% +$10.2K ﹤0.01% 521
2022
Q4 		$90.1K Sell
504
-82
-14% -$19.7K ﹤0.01% 559
2022
Q3 		$156K Buy
586
+82
+16% +$21K ﹤0.01% 490
2022
Q2 		$72K Hold
504
– – ﹤0.01% 487
2022
Q1 		$111K Buy
+504
New +$117K ﹤0.01% 420

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealthspire Advisors (New York)'s STEM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Stem (STEM) in Q4 2025, closing a stake of 723 shares — an estimated $12.7K sold.

Wealthspire Advisors (New York) first reported a position in STEM in Q1 2022 and held it in 14 quarters. The position peaked at $156K in Q3 2022. 86 funds tracked by Wall St. Rank hold STEM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Stem position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 723 Stem shares in Q4 2025, an estimated $12.7K.
  • Wealthspire Advisors (New York) first reported a position in Stem in Q1 2022 and held it in 14 quarters.
  • Wealthspire Advisors (New York)'s Stem position peaked at $156K in Q3 2022.
  • 86 funds tracked by Wall St. Rank held Stem as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.