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Stoneridge shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Stoneridge (SRI) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Stoneridge

Tip: Access up to 7 years of quarterly data

All positions including Stoneridge held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stoneridge by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0k 134 7.63
2025-06-30 $944 134 7.04

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Private Wealth Management Group

Top funds holding Stoneridge

22NW
Vanguard Group
Dimensional Fund Advisors
Ewing Morris & Co. Investment Partners
BlackRock
Millennium Management
AYAL Capital Advisors
Federated Investors
Royce & Associates
Arrowpoint Asset Management
Acadian Asset Management
D. E. Shaw & Co
American Century Companies
Morgan Stanley
Arrowstreet Capital, Limited Partnership

View all funds holding Stoneridge