Steward Partners Investment Advisory’s Quipt Home Medical QIPT Stock Holding History

Steward Partners Investment Advisory’s Portfolio QIPT Stock Details QIPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,313	Closed	-$7.05K	–	4129
2024 Q4	$7.05K	Hold	2,313	–	–	﹤0.01%	3237
2024 Q3	$6.75K	Hold	2,313	–	–	﹤0.01%	3099
2024 Q2	$7.45K	Hold	2,313	–	–	﹤0.01%	2916
2024 Q1	$10.1K	Hold	2,313	–	–	﹤0.01%	2809
2023 Q4	$11.8K	Hold	2,313	–	–	﹤0.01%	2636
2023 Q3	$11.8K	Hold	2,313	–	–	﹤0.01%	2528
2023 Q2	$12.4K	Buy	+2,313	New	+$13.7K	﹤0.01%	2499
2022 Q1	–	Sell	-750	Closed	-$4K	–	3354
2021 Q4	$4K	Sell	750 -250	-25%	-$1.46K	﹤0.01%	2902
2021 Q3	$6K	Sell	1,000 -1,837	-65%	-$11K	﹤0.01%	2767
2021 Q2	$18K	Buy	+2,837	New	+$17.4K	﹤0.01%	5251

Other funds holding QIPT

CAM

Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Steward Partners Investment Advisory's QIPT Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Quipt Home Medical (QIPT) in Q1 2025, closing a stake of 2,313 shares — an estimated $7.05K sold.

Steward Partners Investment Advisory first reported a position in QIPT in Q2 2021 and held it in 10 quarters. The position peaked at $18K in Q2 2021. 87 funds tracked by Wall St. Rank hold QIPT as of Q1 2025.

Steward Partners Investment Advisory reported no remaining Quipt Home Medical position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 2,313 Quipt Home Medical shares in Q1 2025, an estimated $7.05K.
Steward Partners Investment Advisory first reported a position in Quipt Home Medical in Q2 2021 and held it in 10 quarters.
Steward Partners Investment Advisory's Quipt Home Medical position peaked at $18K in Q2 2021.
87 funds tracked by Wall St. Rank held Quipt Home Medical as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.