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Spire Wealth Management’s Zevia ZVIA Stock Holding History

Spire Wealth Management’s Portfolio ZVIA Stock Details ZVIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-350
Closed -$812 – 2423
2025
Q4 		$812 Sell
350
-3,000
-90% -$7.45K ﹤0.01% 2224
2025
Q3 		$9.11K Sell
3,350
-1,000
-23% -$2.88K ﹤0.01% 1782
2025
Q2 		$14K Sell
4,350
-12,401
-74% -$32.6K ﹤0.01% 1615
2025
Q1 		$36.2K Sell
16,751
-7,300
-30% -$23.9K ﹤0.01% 1399
2024
Q4 		$101K Buy
+24,051
New +$49K ﹤0.01% 1032

Other funds holding ZVIA

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spire Wealth Management's ZVIA Position: Q1 2026 in Review

Spire Wealth Management sold out of Zevia (ZVIA) in Q1 2026, closing a stake of 350 shares — an estimated $812 sold.

Spire Wealth Management first reported a position in ZVIA in Q4 2024 and held it in 5 quarters. The position peaked at $101K in Q4 2024. 118 funds tracked by Wall St. Rank hold ZVIA as of Q1 2026.

  • Spire Wealth Management reported no remaining Zevia position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 350 Zevia shares in Q1 2026, an estimated $812.
  • Spire Wealth Management first reported a position in Zevia in Q4 2024 and held it in 5 quarters.
  • Spire Wealth Management's Zevia position peaked at $101K in Q4 2024.
  • 118 funds tracked by Wall St. Rank held Zevia as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.