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Spire Wealth Management’s InfuSystem Holdings INFU Stock Holding History

Spire Wealth Management’s Portfolio INFU Stock Details INFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-787
Closed -$4.91K – 2417
2025
Q2 		$4.91K Sell
787
-568
-42% -$3.14K ﹤0.01% 1950
2025
Q1 		$7.29K Sell
1,355
-1,393
-51% -$10.2K ﹤0.01% 1947
2024
Q4 		$23.2K Hold
2,748
– – ﹤0.01% 1575
2024
Q3 		$18.4K Sell
2,748
-124
-4% -$803 ﹤0.01% 1464
2024
Q2 		$19.6K Buy
+2,872
New +$21.1K ﹤0.01% 1450

Other funds holding INFU

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Spire Wealth Management's INFU Position: Q3 2025 in Review

Spire Wealth Management sold out of InfuSystem Holdings (INFU) in Q3 2025, closing a stake of 787 shares — an estimated $4.91K sold.

Spire Wealth Management first reported a position in INFU in Q2 2024 and held it in 5 quarters. The position peaked at $23.2K in Q4 2024. 98 funds tracked by Wall St. Rank hold INFU as of Q3 2025.

  • Spire Wealth Management reported no remaining InfuSystem Holdings position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 787 InfuSystem Holdings shares in Q3 2025, an estimated $4.91K.
  • Spire Wealth Management first reported a position in InfuSystem Holdings in Q2 2024 and held it in 5 quarters.
  • Spire Wealth Management's InfuSystem Holdings position peaked at $23.2K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held InfuSystem Holdings as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.