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Allworth Financial’s InfuSystem Holdings INFU Stock Holding History

Allworth Financial’s Portfolio INFU Stock Details INFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-30
Closed -$188 – 4972
2025
Q2 		$188 Buy
+30
New +$166 ﹤0.01% 4324

Other funds holding INFU

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Allworth Financial's INFU Position: Q3 2025 in Review

Allworth Financial sold out of InfuSystem Holdings (INFU) in Q3 2025, closing a stake of 30 shares — an estimated $188 sold.

Allworth Financial first reported a position in INFU in Q2 2025 and held it in 1 quarter. The position peaked at $188 in Q2 2025. 98 funds tracked by Wall St. Rank hold INFU as of Q3 2025.

  • Allworth Financial reported no remaining InfuSystem Holdings position as of Q3 2025 after selling out during the quarter.
  • Allworth Financial sold 30 InfuSystem Holdings shares in Q3 2025, an estimated $188.
  • Allworth Financial first reported a position in InfuSystem Holdings in Q2 2025 and held it in 1 quarter.
  • Allworth Financial's InfuSystem Holdings position peaked at $188 in Q2 2025.
  • 98 funds tracked by Wall St. Rank held InfuSystem Holdings as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.