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Horizon Investments’s Spire SR Stock Holding History

Horizon Investments’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 		$76.1K Buy
975
+152
+18% +$13.1K ﹤0.01% 1130
2026
Q1 		$74.5K Buy
+823
New +$72.2K ﹤0.01% 1111
2025
Q3 		– Sell
-9,874
Closed -$721K – 1278
2025
Q2 		$721K Buy
+9,874
New +$739K 0.01% 649

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 $3.38T AUM 44.17% 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 Investments's SR Position: Q2 2026 in Review

Horizon Investments increased its Spire (SR) stake by 18% in Q2 2026, buying an estimated $13.1K and bringing the position to 975 shares worth $76.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Horizon Investments first reported a position in SR in Q2 2025 and has held it in 3 quarters since. The position peaked at $721K in Q2 2025. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Horizon Investments held 975 shares of Spire worth $76.1K as of Q2 2026.
  • Horizon Investments bought 152 Spire shares in Q2 2026, an estimated $13.1K.
  • Spire made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1130 holding.
  • Horizon Investments first reported a position in Spire in Q2 2025 and has held it in 3 quarters since.
  • Horizon Investments's Spire position peaked at $721K in Q2 2025.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.