Chase Investment Counsel’s Spire SR Stock Holding History

Chase Investment Counsel’s Portfolio SR Stock Details SR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-10,551	Closed	-$955K	–	167
2026 Q1	$955K	Buy	+10,551	New	+$926K	0.25%	84

Other funds holding SR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Chase Investment Counsel's SR Position: Q2 2026 in Review

Chase Investment Counsel sold out of Spire (SR) in Q2 2026, closing a stake of 10,551 shares — an estimated $955K sold.

Chase Investment Counsel first reported a position in SR in Q1 2026 and held it in 1 quarter. The position peaked at $955K in Q1 2026. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

Chase Investment Counsel reported no remaining Spire position as of Q2 2026 after selling out during the quarter.
Chase Investment Counsel sold 10,551 Spire shares in Q2 2026, an estimated $955K.
Chase Investment Counsel first reported a position in Spire in Q1 2026 and held it in 1 quarter.
Chase Investment Counsel's Spire position peaked at $955K in Q1 2026.
397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.