Visionary Wealth Advisors
CSPI icon

Visionary Wealth Advisors’s CSP Inc CSPI Stock Holding History

Visionary Wealth Advisors’s Portfolio CSPI Stock Details CSPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.02M Sell
787,282
-13,806
-2% -$110K 0.24% 105
2026
Q2 		$6.36M Buy
801,088
+16,277
+2% +$149K 0.25% 104
2026
Q1 		$6.79M Buy
784,811
+19,923
+3% +$198K 0.3% 91
2025
Q4 		$9.6M Buy
764,888
+17,728
+2% +$217K 0.43% 64
2025
Q3 		$8.63M Buy
747,160
+6,973
+0.9% +$81.7K 0.4% 70
2025
Q2 		$9.6M Buy
740,187
+39,738
+6% +$572K 0.49% 52
2025
Q1 		$10.7M Sell
700,449
-66,393
-9% -$1.13M 0.65% 39
2024
Q4 		$12.3M Buy
766,842
+102,544
+15% +$1.48M 0.72% 32
2024
Q3 		$8.63M Buy
664,298
+65,132
+11% +$915K 0.53% 56
2024
Q2 		$8.93M Buy
599,166
+13,317
+2% +$198K 0.58% 44
2024
Q1 		$10.8M Sell
585,849
-957
-0.2% -$15.3K 0.73% 29
2023
Q4 		$5.87M Buy
586,806
+18,726
+3% +$195K 0.43% 66
2023
Q3 		$4.97M Buy
568,080
+3,444
+0.6% +$25.3K 0.4% 72
2023
Q2 		$3.36M Buy
564,636
+12,644
+2% +$81.1K 0.27% 99
2023
Q1 		$3.75M Sell
551,992
-482
-0.1% -$2.74K 0.32% 81
2022
Q4 		$2.6M Buy
552,474
+2,532
+0.5% +$10.2K 0.24% 98
2022
Q3 		$1.98M Buy
549,942
+2,592
+0.5% +$10.5K 0.21% 111
2022
Q2 		$2.49M Buy
547,350
+1,346
+0.2% +$5.41K 0.22% 108
2022
Q1 		$2.15M Buy
546,004
+4,738
+0.9% +$19K 0.17% 119
2021
Q4 		$2.38M Buy
541,266
+20,400
+4% +$88.2K 0.2% 110
2021
Q3 		$2.33M Buy
520,866
+9,290
+2% +$44.9K 0.24% 96
2021
Q2 		$2.7M Buy
511,576
+8,600
+2% +$43.3K 0.27% 88
2021
Q1 		$2.19M Buy
502,976
+44,700
+10% +$210K 0.23% 105
2020
Q4 		$1.77M Buy
458,276
+21,170
+5% +$83.4K 0.2% 104
2020
Q3 		$1.89M Buy
437,106
+7,340
+2% +$31.1K 0.27% 90
2020
Q2 		$1.74M Sell
429,766
-676
-0.2% -$2.97K 0.27% 95
2020
Q1 		$1.5M Buy
430,442
+358
+0.1% +$2.11K 0.28% 88
2019
Q4 		$2.81M Buy
+430,084
New +$2.8M 0.5% 56

Other funds holding CSPI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Savvy Advisors Inc
Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Visionary Wealth Advisors's CSPI Position: Q3 2026 in Review

Visionary Wealth Advisors reduced its CSP Inc (CSPI) stake by 1.7% in Q3 2026, selling an estimated $110K and leaving 787,282 shares worth $6.02M. The position accounts for 0.24% of the portfolio, ranked #105.

Visionary Wealth Advisors first reported a position in CSPI in Q4 2019 and has held it in 28 quarters since. The position peaked at $12.3M in Q4 2024. 30 funds tracked by Wall St. Rank hold CSPI as of Q3 2026.

  • Visionary Wealth Advisors held 787,282 shares of CSP Inc worth $6.02M as of Q3 2026.
  • Visionary Wealth Advisors sold 13,806 CSP Inc shares in Q3 2026, an estimated $110K.
  • CSP Inc made up 0.24% of Visionary Wealth Advisors's portfolio in Q3 2026, its #105 holding.
  • Visionary Wealth Advisors first reported a position in CSP Inc in Q4 2019 and has held it in 28 quarters since.
  • Visionary Wealth Advisors's CSP Inc position peaked at $12.3M in Q4 2024.
  • 30 funds tracked by Wall St. Rank held CSP Inc as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.