IWA
SPSC icon

Icon Wealth Advisors’s SPS Commerce SPSC Stock Holding History

Icon Wealth Advisors’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,084
Closed -$199K – 527
2024
Q4 		$199K Sell
1,084
-79
-7% -$14.8K 0.02% 365
2024
Q3 		$226K Sell
1,163
-545
-32% -$107K 0.02% 337
2024
Q2 		$368K Sell
1,708
-380
-18% -$69.5K 0.03% 248
2024
Q1 		$386K Sell
2,088
-175
-8% -$32.3K 0.04% 237
2023
Q4 		$439K Buy
+2,263
New +$395K 0.05% 210

Other funds holding SPSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Icon Wealth Advisors's SPSC Position: Q1 2025 in Review

Icon Wealth Advisors sold out of SPS Commerce (SPSC) in Q1 2025, closing a stake of 1,084 shares — an estimated $199K sold.

Icon Wealth Advisors first reported a position in SPSC in Q4 2023 and held it in 5 quarters. The position peaked at $439K in Q4 2023. 448 funds tracked by Wall St. Rank hold SPSC as of Q1 2025.

  • Icon Wealth Advisors reported no remaining SPS Commerce position as of Q1 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,084 SPS Commerce shares in Q1 2025, an estimated $199K.
  • Icon Wealth Advisors first reported a position in SPS Commerce in Q4 2023 and held it in 5 quarters.
  • Icon Wealth Advisors's SPS Commerce position peaked at $439K in Q4 2023.
  • 448 funds tracked by Wall St. Rank held SPS Commerce as of Q1 2025.

Based on Icon Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.