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Allworth Financial’s Ispire Technology ISPR Stock Holding History

Allworth Financial’s Portfolio ISPR Stock Details ISPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$387 Buy
345
+272
+373% +$463 ﹤0.01% 4883
2026
Q1 		$135 Buy
73
+61
+508% +$158 ﹤0.01% 4976
2025
Q4 		$34 Buy
12
+7
+140% +$16 ﹤0.01% 4881
2025
Q3 		$13 Buy
+5
New +$15 ﹤0.01% 4853

Other funds holding ISPR

YRHAM
Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $119M AUM 233.13% 1-Year Est. Return
PCM
Potomac Capital Management New York $147M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Allworth Financial's ISPR Position: Q2 2026 in Review

Allworth Financial increased its Ispire Technology (ISPR) stake by 373% in Q2 2026, buying an estimated $463 and bringing the position to 345 shares worth $387. The position accounts for ﹤0.01% of the portfolio, ranked #4883.

Allworth Financial first reported a position in ISPR in Q3 2025 and has held it in 4 quarters since. 47 funds tracked by Wall St. Rank hold ISPR as of Q2 2026.

  • Allworth Financial held 345 shares of Ispire Technology worth $387 as of Q2 2026.
  • Allworth Financial bought 272 Ispire Technology shares in Q2 2026, an estimated $463.
  • Ispire Technology made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4883 holding.
  • Allworth Financial first reported a position in Ispire Technology in Q3 2025 and has held it in 4 quarters since.
  • 47 funds tracked by Wall St. Rank held Ispire Technology as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.