IFP Advisors’s Quipt Home Medical QIPT Stock Holding History

IFP Advisors’s Portfolio QIPT Stock Details QIPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-17	Closed	-$40	–	5002
2025 Q1	$40	Hold	17	–	–	﹤0.01%	4064
2024 Q4	$52	Buy	+17	New	+$46	﹤0.01%	4248
2023 Q2	–	Sell	-17,409	Closed	-$117K	–	3548
2023 Q1	$117K	Hold	17,409	–	–	0.01%	1178
2022 Q4	$117K	Hold	17,409	–	–	﹤0.01%	1660
2022 Q3	$117K	Buy	17,409 +14,234	+448%	+$71.1K	﹤0.01%	1751
2022 Q2	$22K	Hold	3,175	–	–	﹤0.01%	2765
2022 Q1	$22K	Hold	3,175	–	–	﹤0.01%	2764
2021 Q4	$18K	Hold	3,175	–	–	﹤0.01%	1992
2021 Q3	$20K	Hold	3,175	–	–	﹤0.01%	1983
2021 Q2	$20K	Buy	+3,175	New	+$19.4K	﹤0.01%	1937

Other funds holding QIPT

CAM

Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

IFP Advisors's QIPT Position: Q2 2025 in Review

IFP Advisors sold out of Quipt Home Medical (QIPT) in Q2 2025, closing a stake of 17 shares — an estimated $40 sold.

IFP Advisors first reported a position in QIPT in Q2 2021 and held it in 10 quarters. The position peaked at $117K in Q4 2022. 75 funds tracked by Wall St. Rank hold QIPT as of Q2 2025.

IFP Advisors reported no remaining Quipt Home Medical position as of Q2 2025 after selling out during the quarter.
IFP Advisors sold 17 Quipt Home Medical shares in Q2 2025, an estimated $40.
IFP Advisors first reported a position in Quipt Home Medical in Q2 2021 and held it in 10 quarters.
IFP Advisors's Quipt Home Medical position peaked at $117K in Q4 2022.
75 funds tracked by Wall St. Rank held Quipt Home Medical as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.