NWM
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Nova Wealth Management’s Spire SR Stock Holding History

Nova Wealth Management’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.1K Hold
232
– – 0.01% 334
2026
Q1 		$21K Buy
+232
New +$20.4K 0.01% 299

Other funds holding SR

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

Nova Wealth Management's SR Position: Q2 2026 in Review

Nova Wealth Management held its Spire (SR) position steady in Q2 2026 at 232 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #334.

Nova Wealth Management first reported a position in SR in Q1 2026 and has held it in 2 quarters since. The position peaked at $21K in Q1 2026. 36 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Nova Wealth Management held 232 shares of Spire worth $18.1K as of Q2 2026.
  • Nova Wealth Management left its Spire share count unchanged in Q2 2026.
  • Spire made up 0.01% of Nova Wealth Management's portfolio in Q2 2026, its #334 holding.
  • Nova Wealth Management first reported a position in Spire in Q1 2026 and has held it in 2 quarters since.
  • Nova Wealth Management's Spire position peaked at $21K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.