Steward Partners Investment Advisory, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Steward Partners Investment Advisory, LLC opened 1,705 positions, added to 8,210, reduced 6,380 and sold out of 1,055.
- Q2 2026: Stock AMD; Country of operation United States; Class COM; Shares before 196,129.
- Q2 2026: Stock AVGO; Country of operation United States; Class COM; Shares before 729,521.
- Q2 2026: Stock LRCX; Country of operation United States; Class COM NEW; Shares before 83,006.
- Q2 2026: Stock LLY; Country of operation United States; Class COM; Shares before 91,946.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1723397), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-09-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 196,129 | 226,806 | +30,677 | $39,898,415 | $131,753,689 | +$91,855,274 | 2026-08-13 |
|---|
| Q2 2026 | AVGO
BROADCOM INC | United States | COM | 729,521 | 811,617 | +82,096 | $225,793,865 | $306,588,280 | +$80,794,415 | 2026-08-13 |
|---|
| Q2 2026 | LRCX
LAM RESEARCH CORP | United States | COM NEW | 83,006 | 172,964 | +89,958 | $17,735,096 | $74,950,460 | +$57,215,364 | 2026-08-13 |
|---|
| Q2 2026 | LLY
ELI LILLY & CO | United States | COM | 91,946 | 116,568 | +24,622 | $84,568,956 | $139,814,814 | +$55,245,858 | 2026-08-13 |
|---|
| Q2 2026 | SNDK
SANDISK CORP | United States | COM | 31,798 | 32,276 | +478 | $20,202,541 | $73,386,909 | +$53,184,368 | 2026-08-13 |
|---|
| Q2 2026 | CSCO
CISCO SYS INC | United States | COM | 628,369 | 706,859 | +78,490 | $48,755,108 | $83,027,629 | +$34,272,521 | 2026-08-13 |
|---|
| Q2 2026 | COHR
COHERENT CORP | United States | COM | 3,960 | 70,961 | +67,001 | $943,312 | $27,991,986 | +$27,048,674 | 2026-08-13 |
|---|
| Q2 2026 | APLD
APPLIED DIGITAL CORP | United States | COM NEW | 20,843 | 732,722 | +711,879 | $494,813 | $27,330,531 | +$26,835,718 | 2026-08-13 |
|---|
| Q2 2026 | GLW
CORNING INC | United States | COM | 121,018 | 166,476 | +45,458 | $16,454,846 | $42,522,940 | +$26,068,094 | 2026-08-13 |
|---|
| Q2 2026 | ABBV
ABBVIE INC | United States | COM | 436,916 | 475,389 | +38,473 | $95,024,893 | $119,626,844 | +$24,601,951 | 2026-08-13 |
|---|
| Q2 2026 | ANET
ARISTA NETWORKS INC | United States | COM SHS | 153,023 | 226,410 | +73,387 | $18,788,169 | $38,462,478 | +$19,674,309 | 2026-08-13 |
|---|
| Q2 2026 | INTC
INTEL CORP | United States | COM | 159,277 | 180,249 | +20,972 | $7,028,885 | $25,168,150 | +$18,139,265 | 2026-08-13 |
|---|
| Q2 2026 | ETN
EATON CORP PLC | | SHS | 165,592 | 177,949 | +12,357 | $59,227,348 | $75,827,515 | +$16,600,167 | 2026-08-13 |
|---|
| Q2 2026 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 95,962 | 101,901 | +5,939 | $25,966,354 | $42,353,305 | +$16,386,951 | 2026-08-13 |
|---|
| Q2 2026 | ADI
ANALOG DEVICES INC | United States | COM | 146,395 | 151,450 | +5,055 | $46,574,207 | $60,151,492 | +$13,577,285 | 2026-08-13 |
|---|
| Q2 2026 | TXN
TEXAS INSTRS INC | United States | COM | 80,186 | 94,394 | +14,208 | $15,567,341 | $28,135,934 | +$12,568,593 | 2026-08-13 |
|---|
| Q2 2026 | CMI
CUMMINS INC | United States | COM | 34,617 | 42,430 | +7,813 | $18,624,861 | $30,261,145 | +$11,636,284 | 2026-08-13 |
|---|
| Q2 2026 | CRWV
COREWEAVE INC | United States | COM CL A | 253,046 | 305,710 | +52,664 | $19,603,473 | $30,430,373 | +$10,826,900 | 2026-08-13 |
|---|
| Q2 2026 | WFC
WELLS FARGO & CO | United States | COM | 275,079 | 393,034 | +117,955 | $21,899,039 | $32,480,329 | +$10,581,290 | 2026-08-13 |
|---|
| Q2 2026 | SCI
SERVICE CORP INTL | United States | COM | 3,821 | 135,103 | +131,282 | $315,213 | $10,262,453 | +$9,947,240 | 2026-08-13 |
|---|
| Q2 2026 | DELL
DELL TECHNOLOGIES INC | United States | CL C | 27,717 | 32,762 | +5,045 | $4,549,160 | $14,135,350 | +$9,586,190 | 2026-08-13 |
|---|
| Q2 2026 | GE
GE AEROSPACE | United States | COM NEW | 102,753 | 103,502 | +749 | $29,158,104 | $38,681,694 | +$9,523,590 | 2026-08-13 |
|---|
| Q2 2026 | WMT
WALMART INC | United States | COM | 1,108,365 | 1,132,289 | +23,924 | $137,747,498 | $128,243,063 | -$9,504,435 | 2026-08-13 |
|---|
| Q2 2026 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 132,242 | 147,719 | +15,477 | $32,054,151 | $41,540,192 | +$9,486,041 | 2026-08-13 |
|---|
| Q2 2026 | APH
AMPHENOL CORP | United States | CL A | 169,609 | 174,962 | +5,353 | $21,430,106 | $30,849,311 | +$9,419,205 | 2026-08-13 |
|---|
| Q2 2026 | TT
TRANE TECHNOLOGIES PLC | | SHS | 88,859 | 94,337 | +5,478 | $37,031,319 | $46,334,406 | +$9,303,087 | 2026-08-13 |
|---|
| Q2 2026 | MRVL
MARVELL TECHNOLOGY INC | United States | COM | 39,354 | 43,110 | +3,756 | $3,898,066 | $12,842,033 | +$8,943,967 | 2026-08-13 |
|---|
| Q2 2026 | NFLX
NETFLIX INC. | United States | COM | 527,862 | 590,348 | +62,486 | $50,753,905 | $42,150,828 | -$8,603,077 | 2026-08-13 |
|---|
| Q2 2026 | RTX
RTX CORPORATION | United States | COM | 208,779 | 254,898 | +46,119 | $40,273,455 | $48,361,797 | +$8,088,342 | 2026-08-13 |
|---|
| Q2 2026 | MS
MORGAN STANLEY | United States | COM NEW | 86,642 | 102,435 | +15,793 | $14,258,678 | $21,412,970 | +$7,154,292 | 2026-08-13 |
|---|
| Q2 2026 | PWR
QUANTA SVCS INC | United States | COM | 30,417 | 32,539 | +2,122 | $16,699,421 | $23,429,155 | +$6,729,734 | 2026-08-13 |
|---|
| Q2 2026 | MPWR
MONOLITHIC PWR SYS INC | United States | COM | 5,255 | 8,663 | +3,408 | $5,744,966 | $11,975,182 | +$6,230,216 | 2026-08-13 |
|---|
| Q2 2026 | GNRC
GENERAC HLDGS INC | United States | COM | 25,023 | 37,394 | +12,371 | $4,887,742 | $10,949,276 | +$6,061,534 | 2026-08-13 |
|---|
| Q2 2026 | KLAC
KLA CORP | United States | COM NEW | 12,500 | 80,946 | +68,446 | $18,403,877 | $24,422,181 | +$6,018,304 | 2026-08-13 |
|---|
| Q2 2026 | FIX
COMFORT SYS USA INC | United States | COM | 723 | 3,405 | +2,682 | $996,592 | $6,748,650 | +$5,752,058 | 2026-08-13 |
|---|
| Q2 2026 | NEE
NEXTERA ENERGY INC | United States | COM | 476,271 | 568,426 | +92,155 | $44,236,122 | $49,890,778 | +$5,654,656 | 2026-08-13 |
|---|
| Q2 2026 | ALL
ALLSTATE CORP | United States | COM | 131,770 | 138,442 | +6,672 | $27,321,234 | $32,940,801 | +$5,619,567 | 2026-08-13 |
|---|
| Q2 2026 | PH
PARKER-HANNIFIN CORP | United States | COM | 20,746 | 24,708 | +3,962 | $18,572,491 | $24,167,090 | +$5,594,599 | 2026-08-13 |
|---|
| Q2 2026 | MAA
MID-AMER APT CMNTYS INC | United States | COM | 2,732 | 42,289 | +39,557 | $333,574 | $5,875,661 | +$5,542,087 | 2026-08-13 |
|---|
| Q2 2026 | BNY
BANK OF NY MELLON CORP | United States | COM | 75,588 | 98,774 | +23,186 | $8,967,070 | $14,283,634 | +$5,316,564 | 2026-08-13 |
|---|
| Q2 2026 | WELL
WELLTOWER INC | United States | COM | 22,560 | 41,482 | +18,922 | $4,460,208 | $9,415,077 | +$4,954,869 | 2026-08-13 |
|---|
| Q2 2026 | EW
EDWARDS LIFESCIENCES CORP | United States | COM | 172,941 | 206,571 | +33,630 | $13,849,115 | $18,686,389 | +$4,837,274 | 2026-08-13 |
|---|
| Q2 2026 | AXON
AXON ENTERPRISE INC | United States | COM | 20,712 | 24,006 | +3,294 | $8,796,179 | $13,457,996 | +$4,661,817 | 2026-08-13 |
|---|
| Q2 2026 | CME
CME GROUP INC | United States | COM | 85,704 | 93,732 | +8,028 | $25,312,704 | $20,698,831 | -$4,613,873 | 2026-08-13 |
|---|
| Q2 2026 | FIVE
FIVE BELOW INC | United States | COM | 176 | 25,148 | +24,972 | $40,126 | $4,521,289 | +$4,481,163 | 2026-08-13 |
|---|
| Q2 2026 | UNP
UNION PAC CORP | United States | COM | 122,470 | 125,622 | +3,152 | $29,713,530 | $34,169,114 | +$4,455,584 | 2026-08-13 |
|---|
| Q2 2026 | SPGI
S&P GLOBAL INC | United States | COM | 44,940 | 57,460 | +12,520 | $19,114,514 | $23,401,085 | +$4,286,571 | 2026-08-13 |
|---|
| Q2 2026 | MRK
MERCK & CO INC | United States | COM | 305,398 | 318,918 | +13,520 | $36,736,289 | $40,980,910 | +$4,244,621 | 2026-08-13 |
|---|
| Q2 2026 | EQIX
EQUINIX INC | United States | COM | 3,325 | 7,122 | +3,797 | $3,259,445 | $7,424,374 | +$4,164,929 | 2026-08-13 |
|---|
| Q2 2026 | PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 193,429 | 207,382 | +13,953 | $28,294,752 | $24,195,216 | -$4,099,536 | 2026-08-13 |
|---|
| Q2 2026 | MAR
MARRIOTT INTL INC NEW | United States | CL A | 22,759 | 30,784 | +8,025 | $7,443,813 | $11,408,068 | +$3,964,255 | 2026-08-13 |
|---|
| Q2 2026 | JCI
JOHNSON CONTROLS INTERNATION | | SHS | 197,699 | 204,106 | +6,407 | $25,888,651 | $29,821,981 | +$3,933,330 | 2026-08-13 |
|---|
| Q2 2026 | WMB
WILLIAMS COS INC | United States | COM | 258,703 | 305,987 | +47,284 | $18,828,433 | $22,747,081 | +$3,918,648 | 2026-08-13 |
|---|
| Q2 2026 | TKR
TIMKEN CO | United States | COM | 57,076 | 66,427 | +9,351 | $5,740,097 | $9,653,169 | +$3,913,072 | 2026-08-13 |
|---|
| Q2 2026 | QXO
QXO INC | United States | COM NEW | 311,060 | 575,584 | +264,524 | $6,040,785 | $9,946,092 | +$3,905,307 | 2026-08-13 |
|---|
| Q2 2026 | BA
BOEING CO | United States | COM | 102,538 | 111,049 | +8,511 | $20,408,090 | $24,038,846 | +$3,630,756 | 2026-08-13 |
|---|
| Q2 2026 | SNPS
SYNOPSYS INC | United States | COM | 14,127 | 20,602 | +6,475 | $5,600,971 | $9,189,984 | +$3,589,013 | 2026-08-13 |
|---|
| Q2 2026 | PSX
PHILLIPS 66 | United States | COM | 139,646 | 171,711 | +32,065 | $25,440,724 | $29,027,728 | +$3,587,004 | 2026-08-13 |
|---|
| Q2 2026 | EVR
EVERCORE INC | United States | CLASS A | 1,515 | 11,077 | +9,562 | $451,994 | $3,782,168 | +$3,330,174 | 2026-08-13 |
|---|
| Q2 2026 | STT
STATE STR CORP | United States | COM | 15,757 | 31,346 | +15,589 | $1,994,262 | $5,316,331 | +$3,322,069 | 2026-08-13 |
|---|
| Q2 2026 | SOFI
SOFI TECHNOLOGIES INC | United States | COM | 32,518 | 211,356 | +178,838 | $516,386 | $3,789,621 | +$3,273,235 | 2026-08-13 |
|---|
| Q2 2026 | ETR
ENTERGY CORP NEW | United States | COM | 194,266 | 218,078 | +23,812 | $21,827,768 | $25,048,484 | +$3,220,716 | 2026-08-13 |
|---|
| Q2 2026 | MYE
MYERS INDS INC | United States | COM | 185,149 | 199,370 | +14,221 | $3,921,462 | $7,039,749 | +$3,118,287 | 2026-08-13 |
|---|
| Q2 2026 | ELV
ELEVANCE HEALTH INC FORMERLY | United States | COM | 32,525 | 32,593 | +68 | $9,521,717 | $12,604,638 | +$3,082,921 | 2026-08-13 |
|---|
| Q2 2026 | LMT
LOCKHEED MARTIN CORP | United States | COM | 56,955 | 61,588 | +4,633 | $34,422,423 | $31,376,651 | -$3,045,772 | 2026-08-13 |
|---|
| Q2 2026 | ICE
INTERCONTINENTAL EXCHANGE IN | United States | COM | 111,561 | 118,484 | +6,923 | $17,546,333 | $14,586,527 | -$2,959,806 | 2026-08-13 |
|---|
| Q2 2026 | CVS
CVS HEALTH CORP | United States | COM | 63,191 | 72,108 | +8,917 | $4,538,340 | $7,459,526 | +$2,921,186 | 2026-08-13 |
|---|
| Q2 2026 | AEP
AMERICAN ELEC PWR CO INC | United States | COM | 168,231 | 182,456 | +14,225 | $22,051,706 | $24,961,805 | +$2,910,099 | 2026-08-13 |
|---|
| Q2 2026 | KO
COCA COLA CO | United States | COM | 436,821 | 444,029 | +7,208 | $33,220,160 | $36,086,239 | +$2,866,079 | 2026-08-13 |
|---|
| Q2 2026 | AWK
AMERICAN WTR WKS CO INC NEW | United States | COM | 27,445 | 49,662 | +22,217 | $3,735,024 | $6,534,589 | +$2,799,565 | 2026-08-13 |
|---|
| Q2 2026 | XPO
XPO INC | United States | COM | 20,334 | 32,576 | +12,242 | $3,955,980 | $6,687,527 | +$2,731,547 | 2026-08-13 |
|---|
| Q2 2026 | VKTX
VIKING THERAPEUTICS INC | United States | COM | 338,246 | 351,178 | +12,932 | $11,006,525 | $13,699,454 | +$2,692,929 | 2026-08-13 |
|---|
| Q2 2026 | TKO
TKO GROUP HOLDINGS INC | United States | CL A | 1,974 | 15,241 | +13,267 | $397,990 | $3,068,220 | +$2,670,230 | 2026-08-13 |
|---|
| Q2 2026 | AVT
AVNET INC | United States | COM | 8,877 | 35,561 | +26,684 | $546,988 | $3,158,504 | +$2,611,516 | 2026-08-13 |
|---|
| Q2 2026 | URI
UNITED RENTALS INC | United States | COM | 6,349 | 6,354 | +5 | $4,626,014 | $7,198,698 | +$2,572,684 | 2026-08-13 |
|---|
| Q2 2026 | SPG
SIMON PPTY GROUP INC NEW | United States | COM | 12,545 | 21,963 | +9,418 | $2,340,135 | $4,911,912 | +$2,571,777 | 2026-08-13 |
|---|
| Q2 2026 | WY
WEYERHAEUSER CO | United States | COM NEW | 38,850 | 147,063 | +108,213 | $949,099 | $3,520,680 | +$2,571,581 | 2026-08-13 |
|---|
| Q2 2026 | AJG
GALLAGHER ARTHUR J & CO | United States | COM | 7,095 | 17,813 | +10,718 | $1,536,823 | $4,089,430 | +$2,552,607 | 2026-08-13 |
|---|
| Q2 2026 | DE
DEERE & CO | United States | COM | 20,592 | 22,184 | +1,592 | $11,599,364 | $14,072,094 | +$2,472,730 | 2026-08-13 |
|---|
| Q2 2026 | PYPL
PAYPAL HLDGS INC | United States | COM | 47,827 | 107,330 | +59,503 | $2,163,231 | $4,634,526 | +$2,471,295 | 2026-08-13 |
|---|
| Q2 2026 | VRTX
VERTEX PHARMACEUTICALS INC | United States | COM | 17,863 | 20,851 | +2,988 | $7,976,568 | $10,357,331 | +$2,380,763 | 2026-08-13 |
|---|
| Q2 2026 | GL
GLOBE LIFE INC | United States | COM | 56,005 | 56,935 | +930 | $7,794,182 | $10,173,128 | +$2,378,946 | 2026-08-13 |
|---|
| Q2 2026 | HOOD
ROBINHOOD MKTS INC | United States | COM CL A | 64,422 | 68,202 | +3,780 | $4,464,445 | $6,839,256 | +$2,374,811 | 2026-08-13 |
|---|
| Q2 2026 | ONTO
ONTO INNOVATION INC | United States | COM | 183 | 6,254 | +6,071 | $37,528 | $2,366,965 | +$2,329,437 | 2026-08-13 |
|---|
| Q2 2026 | PEP
PEPSICO INC | United States | COM | 159,989 | 166,536 | +6,547 | $24,844,646 | $22,549,023 | -$2,295,623 | 2026-08-13 |
|---|
| Q2 2026 | LIN
LINDE PLC | United Kingdom | SHS | 41,209 | 43,773 | +2,564 | $20,429,986 | $22,715,516 | +$2,285,530 | 2026-08-13 |
|---|
| Q2 2026 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 50,550 | 62,202 | +11,652 | $10,023,561 | $7,740,456 | -$2,283,105 | 2026-08-13 |
|---|
| Q2 2026 | AEM
AGNICO EAGLE MINES LTD | | COM | 18,214 | 38,392 | +20,178 | $3,697,146 | $5,955,719 | +$2,258,573 | 2026-08-13 |
|---|
| Q2 2026 | CFG
CITIZENS FINL GROUP INC | United States | COM | 23,728 | 52,507 | +28,779 | $1,423,016 | $3,679,195 | +$2,256,179 | 2026-08-13 |
|---|
| Q2 2026 | AIT
APPLIED INDL TECHNOLOGIES IN | United States | COM | 10,055 | 14,360 | +4,305 | $2,667,807 | $4,855,870 | +$2,188,063 | 2026-08-13 |
|---|
| Q2 2026 | MO
ALTRIA GROUP INC | United States | COM | 171,918 | 188,067 | +16,149 | $11,344,834 | $13,531,429 | +$2,186,595 | 2026-08-13 |
|---|
| Q2 2026 | NOVT
NOVANTA INC | United States | COM | 559 | 13,521 | +12,962 | $66,023 | $2,193,717 | +$2,127,694 | 2026-08-13 |
|---|
| Q2 2026 | HWM
HOWMET AEROSPACE INC | United States | COM | 21,621 | 26,265 | +4,644 | $4,982,847 | $7,061,691 | +$2,078,844 | 2026-08-13 |
|---|
| Q2 2026 | UPS
UNITED PARCEL SVCS INC | United States | CL B | 132,762 | 140,403 | +7,641 | $13,061,225 | $15,093,329 | +$2,032,104 | 2026-08-13 |
|---|
| Q2 2026 | MNST
MONSTER BEVERAGE CORP NEW | United States | COM | 63,666 | 68,996 | +5,330 | $4,613,238 | $6,631,926 | +$2,018,688 | 2026-08-13 |
|---|
| Q2 2026 | ZBRA
ZEBRA TECHNOLOGIES CORPORATI | United States | CL A | 420 | 7,974 | +7,554 | $87,814 | $2,099,341 | +$2,011,527 | 2026-08-13 |
|---|
| Q2 2026 | TOL
TOLL BROTHERS INC | United States | COM | 13,238 | 23,156 | +9,918 | $1,806,530 | $3,814,992 | +$2,008,462 | 2026-08-13 |
|---|
| Q2 2026 | AQN
ALGONQUIN POWER & UTILITIES | Canada | COM | 1,631 | 341,945 | +340,314 | $10,016 | $2,003,799 | +$1,993,783 | 2026-08-13 |
|---|
| Q2 2026 | JBTM
JBT MAREL CORPORATION | United States | COM | 463 | 14,158 | +13,695 | $59,226 | $2,052,894 | +$1,993,668 | 2026-08-13 |
|---|
| Q2 2026 | BKNG
BOOKING HOLDINGS INC | United States | COM | 4,375 | 114,481 | +110,106 | $18,420,321 | $20,405,150 | +$1,984,829 | 2026-08-13 |
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