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Abound Wealth Management’s Asure Software ASUR Stock Holding History

Abound Wealth Management’s Portfolio ASUR Stock Details ASUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-946
Closed -$8.14K – 1382
2026
Q1 		$8.14K Hold
946
– – ﹤0.01% 606
2025
Q4 		$8.91K Hold
946
– – ﹤0.01% 527
2025
Q3 		$7.76K Hold
946
– – ﹤0.01% 546
2025
Q2 		$9.23K Hold
946
– – ﹤0.01% 457
2025
Q1 		$9.04K Buy
+946
New +$10.4K ﹤0.01% 423

Other funds holding ASUR

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Abound Wealth Management's ASUR Position: Q2 2026 in Review

Abound Wealth Management sold out of Asure Software (ASUR) in Q2 2026, closing a stake of 946 shares — an estimated $8.14K sold.

Abound Wealth Management first reported a position in ASUR in Q1 2025 and held it in 5 quarters. The position peaked at $9.23K in Q2 2025. 110 funds tracked by Wall St. Rank hold ASUR as of Q2 2026.

  • Abound Wealth Management reported no remaining Asure Software position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 946 Asure Software shares in Q2 2026, an estimated $8.14K.
  • Abound Wealth Management first reported a position in Asure Software in Q1 2025 and held it in 5 quarters.
  • Abound Wealth Management's Asure Software position peaked at $9.23K in Q2 2025.
  • 110 funds tracked by Wall St. Rank held Asure Software as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.