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Speece Thorson Capital Group’s H.B. Fuller FUL Stock Holding History

Speece Thorson Capital Group’s Portfolio FUL Stock Details FUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.51M Sell
77,354
-1,573
-2% -$96.7K 0.96% 36
2026
Q1 		$4.87M Buy
+78,927
New +$4.84M 1.11% 36

Other funds holding FUL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Speece Thorson Capital Group's FUL Position: Q2 2026 in Review

Speece Thorson Capital Group reduced its H.B. Fuller (FUL) stake by 2% in Q2 2026, selling an estimated $96.7K and leaving 77,354 shares worth $4.51M. The position accounts for 0.96% of the portfolio, ranked #36.

Speece Thorson Capital Group first reported a position in FUL in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.87M in Q1 2026. 351 funds tracked by Wall St. Rank hold FUL as of Q2 2026.

  • Speece Thorson Capital Group held 77,354 shares of H.B. Fuller worth $4.51M as of Q2 2026.
  • Speece Thorson Capital Group sold 1,573 H.B. Fuller shares in Q2 2026, an estimated $96.7K.
  • H.B. Fuller made up 0.96% of Speece Thorson Capital Group's portfolio in Q2 2026, its #36 holding.
  • Speece Thorson Capital Group first reported a position in H.B. Fuller in Q1 2026 and has held it in 2 quarters since.
  • Speece Thorson Capital Group's H.B. Fuller position peaked at $4.87M in Q1 2026.
  • 351 funds tracked by Wall St. Rank held H.B. Fuller as of Q2 2026.

Based on Speece Thorson Capital Group's 13F filing for Q2 2026, filed 4 Aug 2026.