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Horizon Investment Services’s Spire SR Stock Holding History

Horizon Investment Services’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 		– Sell
-3,195
Closed -$289K – 154
2026
Q1 		$289K Sell
3,195
-292
-8% -$25.6K 0.1% 116
2025
Q4 		$288K Buy
3,487
+91
+3% +$7.76K 0.1% 113
2025
Q3 		$277K Buy
3,396
+86
+3% +$6.54K 0.1% 105
2025
Q2 		$242K Sell
3,310
-302
-8% -$22.6K 0.11% 103
2025
Q1 		$283K Buy
3,612
+88
+2% +$6.43K 0.14% 93
2024
Q4 		$239K Buy
3,524
+12
+0.3% +$804 0.1% 110
2024
Q3 		$236K Buy
+3,512
New +$228K 0.1% 110
2024
Q1 		– Sell
-3,675
Closed -$229K – 124
2023
Q4 		$229K Buy
+3,675
New +$219K 0.12% 102
2016
Q2 		– Sell
-10,972
Closed -$743K – 117
2016
Q1 		$743K Buy
10,972
+543
+5% +$34.6K 0.34% 53
2015
Q4 		$620K Buy
10,429
+1,127
+12% +$65K 0.27% 64
2015
Q3 		$507K Buy
9,302
+80
+0.9% +$4.26K 0.24% 63
2015
Q2 		$480K Buy
9,222
+131
+1% +$6.84K 0.19% 65
2015
Q1 		$466K Buy
9,091
+970
+12% +$50.9K 0.19% 79
2014
Q4 		$432K Buy
8,121
+801
+11% +$40.3K 0.2% 76
2014
Q3 		$340K Buy
+7,320
New +$351K 0.17% 84

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

Horizon Investment Services's SR Position: Q2 2026 in Review

Horizon Investment Services sold out of Spire (SR) in Q2 2026, closing a stake of 3,195 shares — an estimated $289K sold.

Horizon Investment Services first reported a position in SR in Q3 2014 and held it in 15 quarters. The position peaked at $743K in Q1 2016. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Horizon Investment Services reported no remaining Spire position as of Q2 2026 after selling out during the quarter.
  • Horizon Investment Services sold 3,195 Spire shares in Q2 2026, an estimated $289K.
  • Horizon Investment Services first reported a position in Spire in Q3 2014 and held it in 15 quarters.
  • Horizon Investment Services's Spire position peaked at $743K in Q1 2016.
  • 397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.