Inspirion Wealth Advisors’s Starbucks SBUX Stock Holding History

Inspirion Wealth Advisors’s Portfolio SBUX Stock Details SBUX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$745K	Buy	7,204 +88	+1%	+$8.86K	0.09%	91
2026 Q1	$637K	Hold	7,116	–	–	0.08%	91
2025 Q4	$599K	Sell	7,116 -184	-3%	-$15.5K	0.07%	94
2025 Q3	$712K	Buy	7,300 +307	+4%	+$27.5K	0.1%	78
2025 Q2	$641K	Hold	6,993	–	–	0.08%	88
2025 Q1	$686K	Sell	6,993 -8	-0.1%	-$827	0.1%	78
2024 Q4	$650K	Sell	7,001 -299	-4%	-$28.9K	0.09%	85
2024 Q3	$712K	Sell	7,300 -207	-3%	-$17.8K	0.1%	78
2024 Q2	$584K	Buy	7,507 +140	+2%	+$11.4K	0.09%	85
2024 Q1	$673K	Sell	7,367 -226	-3%	-$21K	0.11%	77
2023 Q4	$711K	Buy	7,593 +200	+3%	+$19.5K	0.13%	72
2023 Q3	$675K	Hold	7,393	–	–	0.13%	69
2023 Q2	$732K	Sell	7,393 -17	-0.2%	-$1.76K	0.14%	67
2023 Q1	$772K	Buy	7,410 +423	+6%	+$44K	0.15%	60
2022 Q4	$693K	Hold	6,987	–	–	0.15%	64
2022 Q3	$589K	Hold	6,987	–	–	0.13%	70
2022 Q2	$534K	Buy	6,987 +670	+11%	+$51.5K	0.12%	74
2022 Q1	$575K	Sell	6,317 -200	-3%	-$18.9K	0.12%	61
2021 Q4	$762K	Buy	6,517 +17	+0.3%	+$1.92K	0.16%	54
2021 Q3	$717K	Hold	6,500	–	–	0.16%	51
2021 Q2	$727K	Hold	6,500	–	–	0.18%	49
2021 Q1	$710K	Sell	6,500 -200	-3%	-$21K	0.19%	49
2020 Q4	$717K	Hold	6,700	–	–	0.2%	41
2020 Q3	$576K	Hold	6,700	–	–	0.2%	43
2020 Q2	$493K	Buy	6,700 +150	+2%	+$11.3K	0.19%	44
2020 Q1	$431K	Sell	6,550 -290	-4%	-$23.5K	0.21%	42
2019 Q4	$601K	Sell	6,840 -538	-7%	-$45.9K	0.2%	40
2019 Q3	$652K	Hold	7,378	–	–	0.29%	35
2019 Q2	$618K	Hold	7,378	–	–	0.27%	38
2019 Q1	$548K	Hold	7,378	–	–	0.24%	39
2018 Q4	$475K	Hold	7,378	–	–	0.24%	39
2018 Q3	$419K	Sell	7,378 -100	-1%	-$5.29K	0.18%	45
2018 Q2	$365K	Buy	+7,478	New	+$424K	0.17%	49

Other funds holding SBUX

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return