Spire Wealth Management’s Madison Square Garden MSGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.44K	Hold	21	–	–	﹤0.01%	1693
2026 Q1	$6.75K	Buy	+21	New	+$6.26K	﹤0.01%	1746
2025 Q2	–	Sell	-4	Closed	-$779	–	2497
2025 Q1	$779	Hold	4	–	–	﹤0.01%	2419
2024 Q4	$903	Hold	4	–	–	﹤0.01%	2386
2024 Q3	$833	Hold	4	–	–	﹤0.01%	2115
2024 Q2	$753	Sell	4 -40	-91%	-$7.42K	﹤0.01%	2151
2024 Q1	$8.12K	Hold	44	–	–	﹤0.01%	1771
2023 Q4	$8.36K	Hold	44	–	–	﹤0.01%	1805
2023 Q3	$7.76K	Hold	44	–	–	﹤0.01%	1809
2023 Q2	$8.27K	Hold	44	–	–	﹤0.01%	1867
2023 Q1	$8.57K	Buy	44 +41	+1,367%	+$7.63K	﹤0.01%	1902
2022 Q4	$1K	Buy	+3	New	+$471	﹤0.01%	2212
2022 Q2	–	Sell	-44	Closed	-$8K	–	2777
2022 Q1	$8K	Sell	44 -40	-48%	-$6.81K	﹤0.01%	2110
2021 Q4	$15K	Buy	84 +43	+105%	+$7.8K	﹤0.01%	2227
2021 Q3	$8K	Hold	41	–	–	﹤0.01%	2164
2021 Q2	$7K	Sell	41 -45	-52%	-$8.13K	﹤0.01%	2238
2021 Q1	$15K	Buy	+86	New	+$15.9K	﹤0.01%	2268

Other funds holding MSGS

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return