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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
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 $227M AUM 300.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial's ISPR Position: Q1 2026 in Review

Allworth Financial increased its Ispire Technology (ISPR) stake by 508% in Q1 2026, buying an estimated $158 and bringing the position to 73 shares worth $135. The position accounts for ﹤0.01% of the portfolio, ranked #4976.

Allworth Financial first reported a position in ISPR in Q3 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold ISPR as of Q1 2026.

  • Allworth Financial held 73 shares of Ispire Technology worth $135 as of Q1 2026.
  • Allworth Financial bought 61 Ispire Technology shares in Q1 2026, an estimated $158.
  • Ispire Technology made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4976 holding.
  • Allworth Financial first reported a position in Ispire Technology in Q3 2025 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held Ispire Technology as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.