Stonegate Management

Latest statistics and disclosures from Stonegate Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are None, and represent % of Stonegate Management's stock portfolio.
  • Added to shares of these 1 stock: None.
  • Started 1 new stock position in None.
  • Reduced shares in these 10 stocks: , RSP (-$18M), ITA (-$5.9M), JEPI (-$5.4M), QQQ (-$5.3M), GOOG, , KKR, , .
  • Sold out of its positions in AMLP, ABT, ABBV, GOOG, AMZN, AMH, ELV, APO, AMAT, AstraZeneca.
  • Stonegate Management was a net seller of stock by $-151M.
  • Central Index Key (CIK): 0001877054

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Portfolio Holdings for Stonegate Management

Stonegate Management holds 1 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
None None 0.0 $0 NEW 0 0.00
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Past Filings by Stonegate Management

SEC 13F filings are viewable for Stonegate Management going back to 2021

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