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Wealthspire Advisors (New York)’s Stagwell STGW Stock Holding History

Wealthspire Advisors (New York)’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,729
Closed -$15.4K – 2658
2025
Q3 		$15.4K Buy
+2,729
New +$14.5K ﹤0.01% 1819
2024
Q4 		– Sell
-54,232
Closed -$381K – 838
2024
Q3 		$381K Hold
54,232
– – ﹤0.01% 560
2024
Q2 		$370K Sell
54,232
-20,000
-27% -$129K ﹤0.01% 490
2024
Q1 		$462K Sell
74,232
-66,912
-47% -$419K 0.01% 438
2023
Q4 		$936K Sell
141,144
-163,645
-54% -$816K 0.01% 320
2023
Q3 		$1.43M Hold
304,789
– – 0.02% 215
2023
Q2 		$2.2M Buy
304,789
+6,667
+2% +$44K 0.04% 146
2023
Q1 		$2.21M Buy
+298,122
New +$2.08M 0.04% 140

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Stagwell (STGW) in Q4 2025, closing a stake of 2,729 shares — an estimated $15.4K sold.

Wealthspire Advisors (New York) first reported a position in STGW in Q1 2023 and held it in 8 quarters. The position peaked at $2.21M in Q1 2023. 172 funds tracked by Wall St. Rank hold STGW as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Stagwell position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,729 Stagwell shares in Q4 2025, an estimated $15.4K.
  • Wealthspire Advisors (New York) first reported a position in Stagwell in Q1 2023 and held it in 8 quarters.
  • Wealthspire Advisors (New York)'s Stagwell position peaked at $2.21M in Q1 2023.
  • 172 funds tracked by Wall St. Rank held Stagwell as of Q4 2025.

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