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Diversify Wealth Management’s SPS Commerce SPSC Stock Holding History

Diversify Wealth Management’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
2026
Q2 		– Sell
-12,585
Closed -$694K – 1335
2026
Q1 		$694K Buy
12,585
+4,309
+52% +$310K 0.01% 712
2025
Q4 		$761K Buy
8,276
+247
+3% +$22.9K 0.04% 367
2025
Q3 		$663K Buy
8,029
+218
+3% +$25.9K 0.04% 339
2025
Q2 		$847K Buy
7,811
+1,310
+20% +$182K 0.05% 297
2025
Q1 		$923K Buy
6,501
+1,601
+33% +$252K 0.07% 253
2024
Q4 		$878K Buy
4,900
+1,345
+38% +$252K 0.07% 239
2024
Q3 		$675K Buy
3,555
+285
+9% +$56K 0.07% 251
2024
Q2 		$625K Buy
+3,270
New +$598K 0.08% 228

Other funds holding SPSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Diversify Wealth Management's SPSC Position: Q2 2026 in Review

Diversify Wealth Management sold out of SPS Commerce (SPSC) in Q2 2026, closing a stake of 12,585 shares — an estimated $694K sold.

Diversify Wealth Management first reported a position in SPSC in Q2 2024 and held it in 8 quarters. The position peaked at $923K in Q1 2025. 318 funds tracked by Wall St. Rank hold SPSC as of Q2 2026.

  • Diversify Wealth Management reported no remaining SPS Commerce position as of Q2 2026 after selling out during the quarter.
  • Diversify Wealth Management sold 12,585 SPS Commerce shares in Q2 2026, an estimated $694K.
  • Diversify Wealth Management first reported a position in SPS Commerce in Q2 2024 and held it in 8 quarters.
  • Diversify Wealth Management's SPS Commerce position peaked at $923K in Q1 2025.
  • 318 funds tracked by Wall St. Rank held SPS Commerce as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.