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Private Wealth Management Group’s Ispire Technology ISPR Stock Holding History

Private Wealth Management Group’s Portfolio ISPR Stock Details ISPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-242
Closed -$620 – 1506
2025
Q3 		$620 Sell
242
-14
-5% -$41 ﹤0.01% 1397
2025
Q2 		$656 Buy
+256
New +$712 ﹤0.01% 1366

Other funds holding ISPR

YRHAM
Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $227M AUM 300.38% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Private Wealth Management Group's ISPR Position: Q4 2025 in Review

Private Wealth Management Group sold out of Ispire Technology (ISPR) in Q4 2025, closing a stake of 242 shares — an estimated $620 sold.

Private Wealth Management Group first reported a position in ISPR in Q2 2025 and held it in 2 quarters. The position peaked at $656 in Q2 2025. 58 funds tracked by Wall St. Rank hold ISPR as of Q4 2025.

  • Private Wealth Management Group reported no remaining Ispire Technology position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 242 Ispire Technology shares in Q4 2025, an estimated $620.
  • Private Wealth Management Group first reported a position in Ispire Technology in Q2 2025 and held it in 2 quarters.
  • Private Wealth Management Group's Ispire Technology position peaked at $656 in Q2 2025.
  • 58 funds tracked by Wall St. Rank held Ispire Technology as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.