NewEdge Advisors’s CSP Inc CSPI Stock Holding History

NewEdge Advisors’s Portfolio CSPI Stock Details CSPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-276	Closed	-$2.39K	–	4231
2026 Q1	$2.39K	Buy	+276	New	+$2.74K	﹤0.01%	3770

Other funds holding CSPI

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

NewEdge Advisors's CSPI Position: Q2 2026 in Review

NewEdge Advisors sold out of CSP Inc (CSPI) in Q2 2026, closing a stake of 276 shares — an estimated $2.39K sold.

NewEdge Advisors first reported a position in CSPI in Q1 2026 and held it in 1 quarter. The position peaked at $2.39K in Q1 2026. 44 funds tracked by Wall St. Rank hold CSPI as of Q2 2026.

NewEdge Advisors reported no remaining CSP Inc position as of Q2 2026 after selling out during the quarter.
NewEdge Advisors sold 276 CSP Inc shares in Q2 2026, an estimated $2.39K.
NewEdge Advisors first reported a position in CSP Inc in Q1 2026 and held it in 1 quarter.
NewEdge Advisors's CSP Inc position peaked at $2.39K in Q1 2026.
44 funds tracked by Wall St. Rank held CSP Inc as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.