Institutions / Stoneridge Investment Partners LLC / Activity
Activity — Stoneridge Investment Partners LLC
30 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Wells Fargo & COMPANY/MN Common stock | $6.2K | +78K | 78,459 4.52% of portfolio | low |
| Q1 2026 as of | New | Boston Scientific Corp Common stock | $5.2K | +83K | 82,824 3.76% of portfolio | low |
| Q1 2026 as of | New | Abbott Laboratories Common stock | $2.1K | +21K | 20,694 1.54% of portfolio | low |
| Q1 2026 as of | New | Lam Research Corp Common stock | $2.0K | +9K | 9,277 1.43% of portfolio | low |
| Q1 2026 as of | New | Kla Corp Common stock | $1.6K | +1K | 1,067 1.14% of portfolio | low |
| Q1 2026 as of | New | Baker Hughes Co Common stock | $1.4K | +22K | 22,390 0.99% of portfolio | low |
| Q1 2026 as of | New | Prudential Financial Inc Common stock | $1.3K | +13K | 13,463 0.95% of portfolio | low |
| Q1 2026 as of | New | Walmart Inc. Common stock | $1.3K | +11K | 10,577 0.95% of portfolio | low |
| Q1 2026 as of | New | Fifth Third Bancorp Common stock | $1.3K | +27K | 27,312 0.92% of portfolio | low |
| Q1 2026 as of | New | 3M Co Common stock | $1.2K | +8K | 8,402 0.88% of portfolio | low |
| Q1 2026 as of | New | Estee Lauder Cos Inc/The Common stock | $997 | +14K | 13,896 0.72% of portfolio | low |
| Q1 2026 as of | New | Kimberly Clark Corp Common stock | $970 | +10K | 10,052 0.70% of portfolio | low |
| Q1 2026 as of | New | 00BJ1F307 Common stock | $951 | +24K | 23,937 0.69% of portfolio | low |
| Q1 2026 as of | New | Amphenol Corp /De Common stock | $775 | +6K | 6,133 0.56% of portfolio | low |
| Q1 2026 as of | New | Sanmina Corp Common stock | $740 | +6K | 5,708 0.54% of portfolio | low |
| Q1 2026 as of | New | 892893108 Common stock | $681 | +2K | 1,635 0.49% of portfolio | low |
| Q1 2026 as of | New | Abercrombie & Fitch Co Common stock | $678 | +7K | 7,421 0.49% of portfolio | low |
| Q1 2026 as of | New | Dollar Tree, Inc. Common stock | $675 | +6K | 6,161 0.49% of portfolio | low |
| Q1 2026 as of | New | Bank of America Corp /De Common stock | $663 | +14K | 13,609 0.48% of portfolio | low |
| Q1 2026 as of | New | JPMorgan Chase & Co Common stock | $622 | +2K | 2,114 0.45% of portfolio | low |
| Q1 2026 as of | New | Martin Marietta Materials Inc Common stock | $597 | +1K | 1,014 0.43% of portfolio | low |
| Q1 2026 as of | New | MetLife Inc Common stock | $483 | +7K | 6,834 0.35% of portfolio | low |
| Q1 2026 as of | New | Truist Financial Corp Common stock | $463 | +10K | 10,080 0.33% of portfolio | low |
| Q1 2026 as of | New | Dyne Therapeutics, Inc. Common stock | $301 | +17K | 16,611 0.22% of portfolio | low |
| Q1 2026 as of | New | HCI Group Inc. Common stock | $282 | +2K | 1,824 0.20% of portfolio | low |
| Q1 2026 as of | New | Rambus Inc Common stock | $219 | +3K | 2,548 0.16% of portfolio | low |
| Q1 2026 as of | New | Northrim BanCorp Inc Common stock | $200 | +9K | 8,755 0.14% of portfolio | low |
| Q1 2026 as of | New | AngioDynamics, Inc. Common stock | $169 | +15K | 14,882 0.12% of portfolio | low |
| Q1 2026 as of | New | D-Wave Quantum Inc. Common stock | $151 | +10K | 10,483 0.11% of portfolio | low |
| Q1 2026 as of | New | Richtech Robotics Inc. Common stock | $135 | +64K | 64,433 0.10% of portfolio | low |