WA
SRI icon

WealthTrust Axiom’s Stoneridge SRI Stock Holding History

WealthTrust Axiom’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$541K Buy
73,910
+25,097
+51% +$172K 0.12% 147
2026
Q1 		$236K Buy
48,813
+33,534
+219% +$230K 0.06% 242
2025
Q4 		$88.5K Buy
+15,279
New +$96.1K 0.02% 264

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

WealthTrust Axiom's SRI Position: Q2 2026 in Review

WealthTrust Axiom increased its Stoneridge (SRI) stake by 51% in Q2 2026, buying an estimated $172K and bringing the position to 73,910 shares worth $541K. The position accounts for 0.12% of the portfolio, ranked #147.

WealthTrust Axiom first reported a position in SRI in Q4 2025 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • WealthTrust Axiom held 73,910 shares of Stoneridge worth $541K as of Q2 2026.
  • WealthTrust Axiom bought 25,097 Stoneridge shares in Q2 2026, an estimated $172K.
  • Stoneridge made up 0.12% of WealthTrust Axiom's portfolio in Q2 2026, its #147 holding.
  • WealthTrust Axiom first reported a position in Stoneridge in Q4 2025 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.