Plante Moran Financial Advisors’s Quipt Home Medical QIPT Stock Holding History

Plante Moran Financial 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	-2,443	Closed	-$5.69K	–	840
2025 Q1	$5.69K	Hold	2,443	–	–	﹤0.01%	634
2024 Q4	$7.45K	Hold	2,443	–	–	﹤0.01%	625
2024 Q3	$7.13K	Hold	2,443	–	–	﹤0.01%	644
2024 Q2	$7.87K	Hold	2,443	–	–	﹤0.01%	602
2024 Q1	$10.7K	Hold	2,443	–	–	﹤0.01%	596
2023 Q4	$12.4K	Hold	2,443	–	–	﹤0.01%	526
2023 Q3	$12.4K	Hold	2,443	–	–	﹤0.01%	506
2023 Q2	$13K	Hold	2,443	–	–	﹤0.01%	513
2023 Q1	$17.1K	Hold	2,443	–	–	﹤0.01%	480
2022 Q4	$11.5K	Hold	2,443	–	–	﹤0.01%	559
2022 Q3	$10K	Hold	2,443	–	–	﹤0.01%	588
2022 Q2	$11K	Hold	2,443	–	–	﹤0.01%	594
2022 Q1	$11K	Hold	2,443	–	–	﹤0.01%	585
2021 Q4	$14K	Hold	2,443	–	–	﹤0.01%	628
2021 Q3	$15K	Hold	2,443	–	–	﹤0.01%	623
2021 Q2	$15K	Buy	+2,443	New	+$15K	﹤0.01%	618

Other funds holding QIPT

CAM

Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 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

Plante Moran Financial Advisors's QIPT Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of Quipt Home Medical (QIPT) in Q2 2025, closing a stake of 2,443 shares — an estimated $5.69K sold.

Plante Moran Financial Advisors first reported a position in QIPT in Q2 2021 and held it in 16 quarters. The position peaked at $17.1K in Q1 2023. 75 funds tracked by Wall St. Rank hold QIPT as of Q2 2025.

Plante Moran Financial Advisors reported no remaining Quipt Home Medical position as of Q2 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 2,443 Quipt Home Medical shares in Q2 2025, an estimated $5.69K.
Plante Moran Financial Advisors first reported a position in Quipt Home Medical in Q2 2021 and held it in 16 quarters.
Plante Moran Financial Advisors's Quipt Home Medical position peaked at $17.1K in Q1 2023.
75 funds tracked by Wall St. Rank held Quipt Home Medical as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.