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Transamerica Financial Advisors’s Ispire Technology ISPR Stock Holding History

Transamerica Financial Advisors’s Portfolio ISPR Stock Details ISPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-34
Closed -$95 – 2017
2025
Q4 		$95 Buy
34
+11
+48% +$26 ﹤0.01% 1672
2025
Q3 		$59 Buy
+23
New +$67 ﹤0.01% 1565

Other funds holding ISPR

YRHAM
Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $119M AUM 233.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Transamerica Financial Advisors's ISPR Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of Ispire Technology (ISPR) in Q1 2026, closing a stake of 34 shares — an estimated $95 sold.

Transamerica Financial Advisors first reported a position in ISPR in Q3 2025 and held it in 2 quarters. The position peaked at $95 in Q4 2025. 61 funds tracked by Wall St. Rank hold ISPR as of Q1 2026.

  • Transamerica Financial Advisors reported no remaining Ispire Technology position as of Q1 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 34 Ispire Technology shares in Q1 2026, an estimated $95.
  • Transamerica Financial Advisors first reported a position in Ispire Technology in Q3 2025 and held it in 2 quarters.
  • Transamerica Financial Advisors's Ispire Technology position peaked at $95 in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Ispire Technology as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.