WPA
STEW

Winning Points Advisors’s SRH Total Return Fund STEW Stock Holding History

Winning Points Advisors’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.29M Sell
182,923
-1,239
-0.7% -$22K 4.4% 3
2025
Q4 		$3.41M Buy
+184,162
New +$3.31M 3.65% 5
2023
Q2 		– Sell
-166,004
Closed -$2.04M – 44
2023
Q1 		$2.04M Buy
166,004
+1,220
+0.7% +$15.4K 2.25% 9
2022
Q4 		$2.09M Buy
+164,784
New +$2.03M 2.67% 9
2022
Q2 		– Sell
-158,153
Closed -$2.35M – 59
2022
Q1 		$2.35M Sell
158,153
-126,063
-44% -$1.8M 1.82% 15
2021
Q4 		$3.19M Buy
284,216
+135,130
+91% +$1.82M 2.32% 15
2021
Q3 		$1.96M Sell
149,086
-62,695
-30% -$857K 1.43% 19
2021
Q2 		$2.87M Sell
211,781
-9,580
-4% -$128K 2.15% 14
2021
Q1 		$2.78M Buy
221,361
+8,758
+4% +$103K 2.08% 14
2020
Q4 		$2.37M Sell
212,603
-556
-0.3% -$5.85K 1.9% 16
2020
Q3 		$2.13M Sell
213,159
-5,246
-2% -$52.5K 1.82% 16
2020
Q2 		$2.06M Sell
218,405
-47,950
-18% -$454K 1.96% 18
2020
Q1 		$2.45M Sell
266,355
-5,350
-2% -$57.7K 2.39% 13
2019
Q4 		$3.2M Sell
271,705
-8,750
-3% -$99.7K 2.04% 17
2019
Q3 		$3.12M Sell
280,455
-3,761
-1% -$41.4K 2.25% 16
2019
Q2 		$3.19M Buy
284,216
+7,777
+3% +$85.3K 2.32% 15
2019
Q1 		$2.98M Sell
276,439
-2,400
-0.9% -$25.6K 2.31% 15
2018
Q4 		$2.9M Sell
278,839
-5,510
-2% -$58.6K 2.49% 13
2018
Q3 		$3.19M Sell
284,349
-9,600
-3% -$105K 2.34% 13
2018
Q2 		$3.02M Sell
293,949
-1,450
-0.5% -$15.6K 2.42% 13
2018
Q1 		$3.12M Buy
295,399
+2,300
+0.8% +$25.7K 2.55% 13
2017
Q4 		$3.25M Buy
293,099
+32,098
+12% +$341K 2.65% 12
2017
Q3 		$2.66M Buy
261,001
+19,265
+8% +$192K 2.29% 15
2017
Q2 		$2.37M Buy
241,736
+8,457
+4% +$80.1K 2.32% 15
2017
Q1 		$2.17M Buy
233,279
+23,679
+11% +$218K 2.12% 15
2016
Q4 		$1.87M Buy
+209,600
New +$1.79M 2.05% 17

Other funds holding STEW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Winning Points Advisors's STEW Position: Q1 2026 in Review

Winning Points Advisors reduced its SRH Total Return Fund (STEW) stake by 0.67% in Q1 2026, selling an estimated $22K and leaving 182,923 shares worth $3.29M. The position accounts for 4.4% of the portfolio, ranked #3.

Winning Points Advisors first reported a position in STEW in Q4 2016 and has held it in 26 quarters since. The position peaked at $3.41M in Q4 2025. 125 funds tracked by Wall St. Rank hold STEW as of Q1 2026.

  • Winning Points Advisors held 182,923 shares of SRH Total Return Fund worth $3.29M as of Q1 2026.
  • Winning Points Advisors sold 1,239 SRH Total Return Fund shares in Q1 2026, an estimated $22K.
  • SRH Total Return Fund made up 4.4% of Winning Points Advisors's portfolio in Q1 2026, its #3 holding.
  • Winning Points Advisors first reported a position in SRH Total Return Fund in Q4 2016 and has held it in 26 quarters since.
  • Winning Points Advisors's SRH Total Return Fund position peaked at $3.41M in Q4 2025.
  • 125 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q1 2026.

Based on Winning Points Advisors's 13F filing for Q1 2026, filed 30 Jun 2026.