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Stem shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Stem (STEM) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Stem

Tip: Access up to 7 years of quarterly data

All positions including Stem held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stem by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $648 37 17.54
2025-06-30 $230 37 6.24

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Stem

Susquehanna International
Vanguard Group
Marshall Wace
BlackRock
Citadel Advisors
Two Sigma Investments
Geode Capital Management
Belvedere Trading
CSS
UBS Group
Point72 Asset Management
Jane Street
Millennium Management
State Street Corporation
Walleye Trading Advisors

View all funds holding Stem