Wealthspire Advisors (New York)’s SRH Total Return Fund STEW Stock Holding History

Wealthspire Advisors (New York)’s Portfolio STEW Stock Details STEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$251K	Hold	14,678	–	–	﹤0.01%	784
2025 Q4	$272K	Hold	14,678	–	–	﹤0.01%	847
2025 Q3	$267K	Hold	14,678	–	–	﹤0.01%	707
2025 Q2	$260K	Hold	14,678	–	–	﹤0.01%	708
2025 Q1	$253K	Hold	14,678	–	–	﹤0.01%	683
2024 Q4	$235K	Hold	14,678	–	–	﹤0.01%	702
2024 Q3	$232K	Hold	14,678	–	–	﹤0.01%	678
2024 Q2	$214K	Hold	14,678	–	–	﹤0.01%	608
2024 Q1	$221K	Hold	14,678	–	–	﹤0.01%	578
2023 Q4	$204K	Hold	14,678	–	–	﹤0.01%	615
2023 Q3	$191K	Hold	14,678	–	–	﹤0.01%	567
2023 Q2	$195K	Buy	+14,678	New	+$186K	﹤0.01%	533
2023 Q1	–	Sell	-14,678	Closed	-$186K	–	592
2022 Q4	$186K	Hold	14,678	–	–	﹤0.01%	546
2022 Q3	$160K	Hold	14,678	–	–	﹤0.01%	488
2022 Q2	$175K	Buy	+14,678	New	+$194K	﹤0.01%	474
2021 Q4	–	Sell	-15,789	Closed	-$207K	–	620
2021 Q3	$207K	Buy	+15,789	New	+$216K	﹤0.01%	546

Other funds holding STEW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JWM

JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return

GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Wealthspire Advisors (New York)'s STEW Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its SRH Total Return Fund (STEW) position steady in Q1 2026 at 14,678 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Wealthspire Advisors (New York) first reported a position in STEW in Q3 2021 and has held it in 16 quarters since. The position peaked at $272K in Q4 2025. 125 funds tracked by Wall St. Rank hold STEW as of Q1 2026.

Wealthspire Advisors (New York) held 14,678 shares of SRH Total Return Fund worth $251K as of Q1 2026.
Wealthspire Advisors (New York) left its SRH Total Return Fund share count unchanged in Q1 2026.
SRH Total Return Fund made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #784 holding.
Wealthspire Advisors (New York) first reported a position in SRH Total Return Fund in Q3 2021 and has held it in 16 quarters since.
Wealthspire Advisors (New York)'s SRH Total Return Fund position peaked at $272K in Q4 2025.
125 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.