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Strategic Wealth Partners’s InfuSystem Holdings INFU Stock Holding History

Strategic Wealth Partners’s Portfolio INFU Stock Details INFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$83 Hold
9
– – ﹤0.01% 1407
2025
Q4 		$81 Buy
+9
New +$86 ﹤0.01% 1397

Other funds holding INFU

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Strategic Wealth Partners's INFU Position: Q1 2026 in Review

Strategic Wealth Partners held its InfuSystem Holdings (INFU) position steady in Q1 2026 at 9 shares worth $83. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Strategic Wealth Partners first reported a position in INFU in Q4 2025 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold INFU as of Q1 2026.

  • Strategic Wealth Partners held 9 shares of InfuSystem Holdings worth $83 as of Q1 2026.
  • Strategic Wealth Partners left its InfuSystem Holdings share count unchanged in Q1 2026.
  • InfuSystem Holdings made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1407 holding.
  • Strategic Wealth Partners first reported a position in InfuSystem Holdings in Q4 2025 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held InfuSystem Holdings as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.