Blue Trust Inc’s SPS Commerce SPSC Stock Holding History

Blue Trust Inc’s Portfolio SPSC Stock Details SPSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-240	Closed	-$25K	–	2713
2025 Q3	$25K	Hold	240	–	–	﹤0.01%	1610
2025 Q2	$32.7K	Sell	240 -15	-6%	-$2.08K	﹤0.01%	1552
2025 Q1	$33.8K	Hold	255	–	–	﹤0.01%	1522
2024 Q4	$46.9K	Buy	255 +84	+49%	+$15.8K	﹤0.01%	1372
2024 Q3	$32.2K	Buy	171 +100	+141%	+$19.6K	﹤0.01%	1753
2024 Q2	$13.1K	Hold	71	–	–	﹤0.01%	1831
2024 Q1	$13.1K	Sell	71 -3	-4%	-$554	﹤0.01%	1374
2023 Q4	$13K	Buy	74 +3	+4%	+$523	﹤0.01%	1491
2023 Q3	$14K	Buy	71 +7	+11%	+$1.24K	﹤0.01%	1305
2023 Q2	$10K	Sell	64 -182	-74%	-$29.4K	﹤0.01%	1315
2023 Q1	$32K	Buy	246 +233	+1,792%	+$33.1K	﹤0.01%	1203
2022 Q4	$2K	Hold	13	–	–	﹤0.01%	1963
2022 Q3	$1K	Buy	+13	New	+$1.58K	﹤0.01%	2006

Other funds holding SPSC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return