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Edgestream Partners’s Spire SR Stock Holding History

Edgestream 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 		$7.72M Sell
98,819
-26,646
-21% -$2.29M 0.23% 123
2026
Q1 		$11.4M Buy
125,465
+87,036
+226% +$7.64M 0.37% 26
2025
Q4 		$3.18M Buy
+38,429
New +$3.28M 0.09% 412

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Edgestream Partners's SR Position: Q2 2026 in Review

Edgestream Partners reduced its Spire (SR) stake by 21% in Q2 2026, selling an estimated $2.29M and leaving 98,819 shares worth $7.72M. The position accounts for 0.23% of the portfolio, ranked #123.

Edgestream Partners first reported a position in SR in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.4M in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Edgestream Partners held 98,819 shares of Spire worth $7.72M as of Q2 2026.
  • Edgestream Partners sold 26,646 Spire shares in Q2 2026, an estimated $2.29M.
  • Spire made up 0.23% of Edgestream Partners's portfolio in Q2 2026, its #123 holding.
  • Edgestream Partners first reported a position in Spire in Q4 2025 and has held it in 3 quarters since.
  • Edgestream Partners's Spire position peaked at $11.4M in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.