Root Financial Partners’s Ispire Technology ISPR Stock Holding History

Root Financial Partners’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
2026 Q2	–	Sell	-13	Closed	-$24	–	1795
2026 Q1	$24	Buy	+13	New	+$34	﹤0.01%	3430

Other funds holding ISPR

YRHAM

Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $119M AUM 233.13% 1-Year Est. Return

PCM

Potomac Capital Management New York $147M AUM

BlackRock New York $6.73T AUM 46.02% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Root Financial Partners's ISPR Position: Q2 2026 in Review

Root Financial Partners sold out of Ispire Technology (ISPR) in Q2 2026, closing a stake of 13 shares — an estimated $24 sold.

Root Financial Partners first reported a position in ISPR in Q1 2026 and held it in 1 quarter. The position peaked at $24 in Q1 2026. 46 funds tracked by Wall St. Rank hold ISPR as of Q2 2026.

Root Financial Partners reported no remaining Ispire Technology position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 13 Ispire Technology shares in Q2 2026, an estimated $24.
Root Financial Partners first reported a position in Ispire Technology in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Ispire Technology position peaked at $24 in Q1 2026.
46 funds tracked by Wall St. Rank held Ispire Technology as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.