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Gilpin Wealth Management’s Smartbird Inc BIRD Stock Holding History

Gilpin Wealth Management’s Portfolio BIRD Stock Details BIRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4 Buy
+1
New +$5 ﹤0.01% 1063

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIM
Spark Investment Management New York $51.2M AUM 87.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gilpin Wealth Management's BIRD Position: Q2 2026 in Review

Gilpin Wealth Management opened a new position in Smartbird Inc (BIRD) in Q2 2026: 1 share worth $4. The stake represents ﹤0.01% of the portfolio and ranks #1063 among its holdings.

42 funds tracked by Wall St. Rank hold BIRD as of Q2 2026.

  • Gilpin Wealth Management held 1 share of Smartbird Inc worth $4 as of Q2 2026.
  • Smartbird Inc was a new Gilpin Wealth Management position in Q2 2026.
  • Smartbird Inc made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #1063 holding.
  • 42 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2026.

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