VWM
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Venturi Wealth Management’s SPS Commerce SPSC Stock Holding History

Venturi Wealth Management’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-69
Closed -$12.7K – 1642
2024
Q4 		$12.7K Sell
69
-10
-13% -$1.88K ﹤0.01% 1372
2024
Q3 		$15.3K Buy
79
+10
+14% +$1.96K ﹤0.01% 1093
2024
Q2 		$13K Hold
69
– – ﹤0.01% 1047
2024
Q1 		$12.8K Hold
69
– – ﹤0.01% 867
2023
Q4 		$13.4K Hold
69
– – ﹤0.01% 809
2023
Q3 		$11.8K Buy
+69
New +$12.2K ﹤0.01% 768
2023
Q2 		– Sell
-69
Closed -$10.5K – 1248
2023
Q1 		$10.5K Buy
+69
New +$9.79K ﹤0.01% 707

Other funds holding SPSC

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Vanguard Group
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return