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Clearstead Advisors’s Ispire Technology ISPR Stock Holding History

Clearstead Advisors’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
2025
Q4 		– Sell
-54
Closed -$139 – 3007
2025
Q3 		$139 Buy
54
+30
+125% +$87 ﹤0.01% 2898
2025
Q2 		$62 Buy
+24
New +$67 ﹤0.01% 2657

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clearstead Advisors's ISPR Position: Q4 2025 in Review

Clearstead Advisors sold out of Ispire Technology (ISPR) in Q4 2025, closing a stake of 54 shares — an estimated $139 sold.

Clearstead Advisors first reported a position in ISPR in Q2 2025 and held it in 2 quarters. The position peaked at $139 in Q3 2025. 58 funds tracked by Wall St. Rank hold ISPR as of Q4 2025.

  • Clearstead Advisors reported no remaining Ispire Technology position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 54 Ispire Technology shares in Q4 2025, an estimated $139.
  • Clearstead Advisors first reported a position in Ispire Technology in Q2 2025 and held it in 2 quarters.
  • Clearstead Advisors's Ispire Technology position peaked at $139 in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Ispire Technology as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.