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CM Wealth Advisors’s Asure Software ASUR Stock Holding History

CM Wealth Advisors’s Portfolio ASUR Stock Details ASUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$233K Buy
+29,325
New +$255K 0.04% 173

Other funds holding ASUR

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

CM Wealth Advisors's ASUR Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in Asure Software (ASUR) in Q2 2026: 29,325 shares worth $233K. The stake represents 0.04% of the portfolio and ranks #173 among its holdings.

110 funds tracked by Wall St. Rank hold ASUR as of Q2 2026.

  • CM Wealth Advisors held 29,325 shares of Asure Software worth $233K as of Q2 2026.
  • Asure Software was a new CM Wealth Advisors position in Q2 2026.
  • Asure Software made up 0.04% of CM Wealth Advisors's portfolio in Q2 2026, its #173 holding.
  • 110 funds tracked by Wall St. Rank held Asure Software as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.