Spire Wealth Management’s Freshpet FRPT Stock Holding History

Spire Wealth Management’s Portfolio FRPT Stock Details FRPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-408	Closed	-$27.7K	–	2400
2025 Q2	$27.7K	Sell	408 -603	-60%	-$47.1K	﹤0.01%	1397
2025 Q1	$84.1K	Sell	1,011 -202	-17%	-$24.7K	﹤0.01%	1104
2024 Q4	$180K	Sell	1,213 -98	-7%	-$14.3K	0.01%	852
2024 Q3	$179K	Sell	1,311 -19	-1%	-$2.49K	0.01%	760
2024 Q2	$172K	Buy	1,330 +1,291	+3,310%	+$155K	0.01%	750
2024 Q1	$4.52K	Hold	39	–	–	﹤0.01%	1952
2023 Q4	$3.39K	Hold	39	–	–	﹤0.01%	2045
2023 Q3	$2.57K	Hold	39	–	–	﹤0.01%	2080
2023 Q2	$2.57K	Hold	39	–	–	﹤0.01%	2151
2023 Q1	$2.58K	Hold	39	–	–	﹤0.01%	2205
2022 Q4	$2K	Buy	39 +17	+77%	+$1.01K	﹤0.01%	2043
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	2078
2022 Q2	$1K	Hold	22	–	–	﹤0.01%	2508
2022 Q1	$2K	Buy	+22	New	+$2.07K	﹤0.01%	2393
2021 Q4	–	Sell	-22	Closed	-$3K	–	2945
2021 Q3	$3K	Hold	22	–	–	﹤0.01%	2390
2021 Q2	$4K	Buy	+22	New	+$3.75K	﹤0.01%	2359

Other funds holding FRPT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return