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Precision Wealth Strategies’s SPS Commerce SPSC Stock Holding History

Precision Wealth Strategies’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,378
Closed -$324K – 207
2025
Q2 		$324K Buy
2,378
+294
+14% +$40.7K 0.11% 135
2025
Q1 		$277K Buy
2,084
+125
+6% +$19.7K 0.21% 88
2024
Q4 		$360K Buy
1,959
+24
+1% +$4.5K 0.28% 88
2024
Q3 		$376K Sell
1,935
-28
-1% -$5.5K 0.35% 76
2024
Q2 		$369K Sell
1,963
-358
-15% -$65.5K 0.38% 69
2024
Q1 		$429K Sell
2,321
-41
-2% -$7.57K 0.41% 51
2023
Q4 		$458K Sell
2,362
-4
-0.2% -$698 0.44% 35
2023
Q3 		$404K Buy
2,366
+88
+4% +$15.6K 0.44% 32
2023
Q2 		$438K Sell
2,278
-1,258
-36% -$203K 0.72% 33
2023
Q1 		$539K Sell
3,536
-250
-7% -$35.5K 0.84% 24
2022
Q4 		$486K Sell
3,786
-29
-0.8% -$3.74K 0.51% 41
2022
Q3 		$476K Sell
3,815
-265
-6% -$32.1K 0.42% 48
2022
Q2 		$423K Buy
4,080
+27
+0.7% +$3.06K 0.33% 60
2022
Q1 		$532K Sell
4,053
-452
-10% -$56.6K 0.32% 64
2021
Q4 		$641K Buy
4,505
+326
+8% +$48.8K 0.46% 62
2021
Q3 		$674K Buy
4,179
+413
+11% +$50.9K 0.52% 39
2021
Q2 		$376K Buy
3,766
+236
+7% +$23.3K 0.32% 63
2021
Q1 		$351K Buy
3,530
+308
+10% +$32.5K 0.34% 45
2020
Q4 		$350K Buy
+3,222
New +$302K 0.38% 35

Other funds holding SPSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Precision Wealth Strategies's SPSC Position: Q3 2025 in Review

Precision Wealth Strategies sold out of SPS Commerce (SPSC) in Q3 2025, closing a stake of 2,378 shares — an estimated $324K sold.

Precision Wealth Strategies first reported a position in SPSC in Q4 2020 and held it in 19 quarters. The position peaked at $674K in Q3 2021. 403 funds tracked by Wall St. Rank hold SPSC as of Q3 2025.

  • Precision Wealth Strategies reported no remaining SPS Commerce position as of Q3 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 2,378 SPS Commerce shares in Q3 2025, an estimated $324K.
  • Precision Wealth Strategies first reported a position in SPS Commerce in Q4 2020 and held it in 19 quarters.
  • Precision Wealth Strategies's SPS Commerce position peaked at $674K in Q3 2021.
  • 403 funds tracked by Wall St. Rank held SPS Commerce as of Q3 2025.

Based on Precision Wealth Strategies's 13F filing for Q3 2025, filed 16 Oct 2025.