EWA
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EverSource Wealth Advisors’s Ispire Technology ISPR Stock Holding History

EverSource Wealth 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
2026
Q1 		$295 Buy
160
+47
+42% +$121 ﹤0.01% 4149
2025
Q4 		$316 Sell
113
-55
-33% -$128 ﹤0.01% 3957
2025
Q3 		$430 Buy
168
+28
+20% +$81 ﹤0.01% 3986
2025
Q2 		$358 Buy
140
+85
+155% +$236 ﹤0.01% 3970
2025
Q1 		$150 Buy
55
+45
+450% +$190 ﹤0.01% 3755
2024
Q4 		$50 Buy
+10
New +$61 ﹤0.01% 3638

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EverSource Wealth Advisors's ISPR Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Ispire Technology (ISPR) stake by 42% in Q1 2026, buying an estimated $121 and bringing the position to 160 shares worth $295. The position accounts for ﹤0.01% of the portfolio, ranked #4149.

EverSource Wealth Advisors first reported a position in ISPR in Q4 2024 and has held it in 6 quarters since. The position peaked at $430 in Q3 2025. 61 funds tracked by Wall St. Rank hold ISPR as of Q1 2026.

  • EverSource Wealth Advisors held 160 shares of Ispire Technology worth $295 as of Q1 2026.
  • EverSource Wealth Advisors bought 47 Ispire Technology shares in Q1 2026, an estimated $121.
  • Ispire Technology made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4149 holding.
  • EverSource Wealth Advisors first reported a position in Ispire Technology in Q4 2024 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Ispire Technology position peaked at $430 in Q3 2025.
  • 61 funds tracked by Wall St. Rank held Ispire Technology as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.