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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
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

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

WealthTrust Axiom's SRI Position: Q1 2026 in Review

WealthTrust Axiom increased its Stoneridge (SRI) stake by 219% in Q1 2026, buying an estimated $230K and bringing the position to 48,813 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #242.

WealthTrust Axiom first reported a position in SRI in Q4 2025 and has held it in 2 quarters since. 114 funds tracked by Wall St. Rank hold SRI as of Q1 2026.

  • WealthTrust Axiom held 48,813 shares of Stoneridge worth $236K as of Q1 2026.
  • WealthTrust Axiom bought 33,534 Stoneridge shares in Q1 2026, an estimated $230K.
  • Stoneridge made up 0.06% of WealthTrust Axiom's portfolio in Q1 2026, its #242 holding.
  • WealthTrust Axiom first reported a position in Stoneridge in Q4 2025 and has held it in 2 quarters since.
  • 114 funds tracked by Wall St. Rank held Stoneridge as of Q1 2026.

Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.