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Spire Wealth Management’s PENN Entertainment PENN Stock Holding History

Spire Wealth Management’s Portfolio PENN Stock Details PENN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.05K Hold
330
– – ﹤0.01% 1744
2026
Q1 		$4.96K Sell
330
-8
-2% -$111 ﹤0.01% 1847
2025
Q4 		$4.99K Sell
338
-100
-23% -$1.56K ﹤0.01% 1913
2025
Q3 		$8.44K Hold
438
– – ﹤0.01% 1813
2025
Q2 		$7.83K Hold
438
– – ﹤0.01% 1803
2025
Q1 		$7.14K Hold
438
– – ﹤0.01% 1953
2024
Q4 		$8.68K Hold
438
– – ﹤0.01% 1877
2024
Q3 		$8.26K Hold
438
– – ﹤0.01% 1690
2024
Q2 		$8.48K Sell
438
-42
-9% -$713 ﹤0.01% 1679
2024
Q1 		$8.74K Hold
480
– – ﹤0.01% 1755
2023
Q4 		$11.2K Hold
480
– – ﹤0.01% 1726
2023
Q3 		$11K Sell
480
-7
-1% -$169 ﹤0.01% 1703
2023
Q2 		$11.7K Sell
487
-95
-16% -$2.53K ﹤0.01% 1760
2023
Q1 		$17.3K Buy
582
+332
+133% +$10.3K ﹤0.01% 1676
2022
Q4 		$7K Sell
250
-48
-16% -$1.56K ﹤0.01% 1745
2022
Q3 		$8K Sell
298
-367
-55% -$11.9K ﹤0.01% 1631
2022
Q2 		$20K Sell
665
-440
-40% -$14.9K ﹤0.01% 1675
2022
Q1 		$47K Sell
1,105
-7,663
-87% -$350K ﹤0.01% 1473
2021
Q4 		$455K Buy
8,768
+7,361
+523% +$446K 0.01% 737
2021
Q3 		$102K Sell
1,407
-292
-17% -$21.5K ﹤0.01% 1188
2021
Q2 		$130K Sell
1,699
-915
-35% -$78.8K ﹤0.01% 1093
2021
Q1 		$276K Buy
+2,614
New +$290K 0.01% 913

Other funds holding PENN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
HPC
Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Spire Wealth Management's PENN Position: Q2 2026 in Review

Spire Wealth Management held its PENN Entertainment (PENN) position steady in Q2 2026 at 330 shares worth $7.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Spire Wealth Management first reported a position in PENN in Q1 2021 and has held it in 22 quarters since. The position peaked at $455K in Q4 2021. 380 funds tracked by Wall St. Rank hold PENN as of Q2 2026.

  • Spire Wealth Management held 330 shares of PENN Entertainment worth $7.05K as of Q2 2026.
  • Spire Wealth Management left its PENN Entertainment share count unchanged in Q2 2026.
  • PENN Entertainment made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1744 holding.
  • Spire Wealth Management first reported a position in PENN Entertainment in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's PENN Entertainment position peaked at $455K in Q4 2021.
  • 380 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.