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Wealthspire Advisors (New York)’s Erie Indemnity ERIE Stock Holding History

Wealthspire Advisors (New York)’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-19
Closed -$6.04K – 1593
2025
Q3 		$6.04K Buy
+19
New +$6.56K ﹤0.01% 2252

Other funds holding ERIE

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s ERIE Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Erie Indemnity (ERIE) in Q4 2025, closing a stake of 19 shares — an estimated $6.04K sold.

Wealthspire Advisors (New York) first reported a position in ERIE in Q3 2025 and held it in 1 quarter. The position peaked at $6.04K in Q3 2025. 423 funds tracked by Wall St. Rank hold ERIE as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Erie Indemnity position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 19 Erie Indemnity shares in Q4 2025, an estimated $6.04K.
  • Wealthspire Advisors (New York) first reported a position in Erie Indemnity in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Erie Indemnity position peaked at $6.04K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.