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Millstone Evans Group’s Smartbird Inc BIRD Stock Holding History

Millstone Evans Group’s Portfolio BIRD Stock Details BIRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15 Hold
5
– – ﹤0.01% 855
2025
Q4 		$21 Hold
5
– – ﹤0.01% 856
2025
Q3 		$28 Hold
5
– – ﹤0.01% 831
2025
Q2 		$53 Hold
5
– – ﹤0.01% 758
2025
Q1 		$32 Buy
+5
New +$32 ﹤0.01% 793

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
PLU
Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millstone Evans Group's BIRD Position: Q1 2026 in Review

Millstone Evans Group held its Smartbird Inc (BIRD) position steady in Q1 2026 at 5 shares worth $15. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Millstone Evans Group first reported a position in BIRD in Q1 2025 and has held it in 5 quarters since. The position peaked at $53 in Q2 2025. 38 funds tracked by Wall St. Rank hold BIRD as of Q1 2026.

  • Millstone Evans Group held 5 shares of Smartbird Inc worth $15 as of Q1 2026.
  • Millstone Evans Group left its Smartbird Inc share count unchanged in Q1 2026.
  • Smartbird Inc made up ﹤0.01% of Millstone Evans Group's portfolio in Q1 2026, its #855 holding.
  • Millstone Evans Group first reported a position in Smartbird Inc in Q1 2025 and has held it in 5 quarters since.
  • Millstone Evans Group's Smartbird Inc position peaked at $53 in Q2 2025.
  • 38 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.