WAU
SI

Wellington-Altus USA’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Wellington-Altus USA’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.7K Hold
116
– – 0.01% 553
2026
Q1 		$18.6K Sell
116
-82
-41% -$13.2K 0.01% 534
2025
Q4 		$27.8K Buy
+198
New +$27.8K 0.02% 413

Other funds holding SI

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VDI
Vaughan David Investments Peoria, Illinois $5.02B AUM 23.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
ACM
Altrius Capital Management New Bern, North Carolina $526M AUM 20.91% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Wellington-Altus USA's SI Position: Q2 2026 in Review

Wellington-Altus USA held its SIEMENS AKTIENGESELLSCHAFT ADS (SI) position steady in Q2 2026 at 116 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #553.

Wellington-Altus USA first reported a position in SI in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.8K in Q4 2025. 55 funds tracked by Wall St. Rank hold SI as of Q2 2026.

  • Wellington-Altus USA held 116 shares of SIEMENS AKTIENGESELLSCHAFT ADS worth $13.7K as of Q2 2026.
  • Wellington-Altus USA left its SIEMENS AKTIENGESELLSCHAFT ADS share count unchanged in Q2 2026.
  • SIEMENS AKTIENGESELLSCHAFT ADS made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #553 holding.
  • Wellington-Altus USA first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $27.8K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.