Whitcomb & Hess’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Whitcomb & Hess’s Portfolio STK Stock Details STK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,775	Closed	-$218K	–	56
2025 Q1	$218K	Sell	7,775 -3,338	-30%	-$105K	0.07%	52
2024 Q4	$355K	Sell	11,113 -1,478	-12%	-$49.4K	0.11%	40
2024 Q3	$422K	Hold	12,591	–	–	0.13%	38
2024 Q2	$419K	Hold	12,591	–	–	0.13%	35
2024 Q1	$401K	Buy	+12,591	New	+$405K	0.13%	37

Other funds holding STK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

Whitcomb & Hess's STK Position: Q2 2025 in Review

Whitcomb & Hess sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q2 2025, closing a stake of 7,775 shares — an estimated $218K sold.

Whitcomb & Hess first reported a position in STK in Q1 2024 and held it in 5 quarters. The position peaked at $422K in Q3 2024. 60 funds tracked by Wall St. Rank hold STK as of Q2 2025.

Whitcomb & Hess reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q2 2025 after selling out during the quarter.
Whitcomb & Hess sold 7,775 Columbia Seligman Premium Technology Growth Fund shares in Q2 2025, an estimated $218K.
Whitcomb & Hess first reported a position in Columbia Seligman Premium Technology Growth Fund in Q1 2024 and held it in 5 quarters.
Whitcomb & Hess's Columbia Seligman Premium Technology Growth Fund position peaked at $422K in Q3 2024.
60 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2025.

Based on Whitcomb & Hess's 13F filing for Q2 2025, filed 3 Jul 2025.