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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
Q2 		$365 Buy
326
+166
+104% +$282 ﹤0.01% 4176
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 $119M AUM 233.13% 1-Year Est. Return
PCM
Potomac Capital Management New York $147M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

EverSource Wealth Advisors's ISPR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Ispire Technology (ISPR) stake by 104% in Q2 2026, buying an estimated $282 and bringing the position to 326 shares worth $365. The position accounts for ﹤0.01% of the portfolio, ranked #4176.

EverSource Wealth Advisors first reported a position in ISPR in Q4 2024 and has held it in 7 quarters since. The position peaked at $430 in Q3 2025. 47 funds tracked by Wall St. Rank hold ISPR as of Q2 2026.

  • EverSource Wealth Advisors held 326 shares of Ispire Technology worth $365 as of Q2 2026.
  • EverSource Wealth Advisors bought 166 Ispire Technology shares in Q2 2026, an estimated $282.
  • Ispire Technology made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4176 holding.
  • EverSource Wealth Advisors first reported a position in Ispire Technology in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Ispire Technology position peaked at $430 in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Ispire Technology as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.