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Winch Advisory Services’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Winch Advisory Services’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 		$4.34K Buy
+27
New +$4.34K ﹤0.01% 410
2014
Q2 		– Sell
-445
Closed -$60K – 314
2014
Q1 		$60K Buy
+445
New +$58.4K 0.04% 101

Other funds holding SI

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Vaughan David Investments
Vaughan David Investments Peoria, Illinois $5.02B AUM 23.43% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Sit Investment Associates
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 $1.72B AUM 26.04% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
Great Lakes Advisors
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 $330M AUM 35.5% 1-Year Est. Return

Winch Advisory Services's SI Position: Q2 2026 in Review

Winch Advisory Services opened a new position in SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q2 2026: 27 shares worth $4.34K. The stake represents ﹤0.01% of the portfolio and ranks #410 among its holdings. This is a return to the name: Winch Advisory Services previously reported a position in SI as recently as Q1 2014.

Winch Advisory Services first reported a position in SI in Q1 2014 and has held it in 2 quarters since. The position peaked at $60K in Q1 2014. 55 funds tracked by Wall St. Rank hold SI as of Q2 2026.

  • Winch Advisory Services held 27 shares of SIEMENS AKTIENGESELLSCHAFT ADS worth $4.34K as of Q2 2026.
  • SIEMENS AKTIENGESELLSCHAFT ADS was a new Winch Advisory Services position in Q2 2026.
  • SIEMENS AKTIENGESELLSCHAFT ADS made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #410 holding.
  • Winch Advisory Services first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q1 2014 and has held it in 2 quarters since.
  • Winch Advisory Services's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $60K in Q1 2014.
  • 55 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.