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Destiny Wealth Partners’s Spire SR Stock Holding History

Destiny Wealth Partners’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
-511
Closed -$46.3K – 973
2026
Q1 		$46.3K Buy
+511
New +$44.8K 0.01% 446
2022
Q4 		– Sell
-4,142
Closed -$258K – 707
2022
Q3 		$258K Buy
4,142
+1,143
+38% +$81.7K 0.06% 162
2022
Q2 		$223K Buy
+2,999
New +$226K 0.05% 158

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Vanguard Capital Management
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Adage Capital Partners
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

Destiny Wealth Partners's SR Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Spire (SR) in Q2 2026, closing a stake of 511 shares — an estimated $46.3K sold.

Destiny Wealth Partners first reported a position in SR in Q2 2022 and held it in 3 quarters. The position peaked at $258K in Q3 2022. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Spire position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 511 Spire shares in Q2 2026, an estimated $46.3K.
  • Destiny Wealth Partners first reported a position in Spire in Q2 2022 and held it in 3 quarters.
  • Destiny Wealth Partners's Spire position peaked at $258K in Q3 2022.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.