SWM
PARA

Spire Wealth Management’s Paramount Global Class B PARA Stock Holding History

Spire Wealth Management’s Portfolio PARA Stock Details PARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-107
Closed -$1.38K – 2448
2025
Q2 		$1.38K Sell
107
-234
-69% -$2.74K ﹤0.01% 2236
2025
Q1 		$4.08K Sell
341
-2,341
-87% -$26.2K ﹤0.01% 2114
2024
Q4 		$28.1K Sell
2,682
-853
-24% -$9.17K ﹤0.01% 1505
2024
Q3 		$37.5K Sell
3,535
-23,189
-87% -$252K ﹤0.01% 1226
2024
Q2 		$278K Buy
26,724
+18,327
+218% +$215K 0.01% 633
2024
Q1 		$98.8K Buy
8,397
+3,871
+86% +$48.7K ﹤0.01% 992
2023
Q4 		$60.6K Sell
4,526
-293
-6% -$3.92K ﹤0.01% 1142
2023
Q3 		$62.2K Sell
4,819
-4,058
-46% -$60.1K ﹤0.01% 1095
2023
Q2 		$141K Buy
8,877
+1,906
+27% +$34.4K 0.01% 845
2023
Q1 		$156K Buy
6,971
+859
+14% +$18.4K 0.01% 808
2022
Q4 		$103K Sell
6,112
-3,242
-35% -$59.6K 0.01% 731
2022
Q3 		$178K Sell
9,354
-196
-2% -$4.71K 0.01% 563
2022
Q2 		$236K Sell
9,550
-2,356
-20% -$71.8K 0.01% 704
2022
Q1 		$450K Sell
11,906
-18,350
-61% -$625K 0.01% 608
2021
Q4 		$913K Buy
30,256
+24,052
+388% +$829K 0.02% 492
2021
Q3 		$245K Sell
6,204
-4,499
-42% -$183K 0.01% 843
2021
Q2 		$484K Sell
10,703
-23,027
-68% -$951K 0.01% 616
2021
Q1 		$1.63M Buy
+33,730
New +$2.06M 0.04% 327

Other funds holding PARA

HRC
Hoertkorn Richard Charles $122M AUM 31% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Spire Wealth Management sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 107 shares — an estimated $1.38K sold.

Spire Wealth Management first reported a position in PARA in Q1 2021 and held it in 18 quarters. The position peaked at $1.63M in Q1 2021. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Spire Wealth Management reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 107 Paramount Global Class B shares in Q3 2025, an estimated $1.38K.
  • Spire Wealth Management first reported a position in Paramount Global Class B in Q1 2021 and held it in 18 quarters.
  • Spire Wealth Management's Paramount Global Class B position peaked at $1.63M in Q1 2021.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

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