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Stoneridge shares owned by UMA Financial Services

Quarter-by-quarter ownership of Stoneridge (SRI) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Stoneridge

Tip: Access up to 7 years of quarterly data

All positions including Stoneridge held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stoneridge by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0k 265 7.62
2025-06-30 $1.9k 265 7.04

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

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