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Wealthspire Advisors (New York)’s Graham Holdings Company GHC Stock Holding History

Wealthspire Advisors (New York)’s Portfolio GHC Stock Details GHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-135
Closed -$159K – 1766
2025
Q3 		$159K Buy
+135
New +$140K ﹤0.01% 872

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WCM
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Graham Holdings Company (GHC) in Q4 2025, closing a stake of 135 shares — an estimated $159K sold.

Wealthspire Advisors (New York) first reported a position in GHC in Q3 2025 and held it in 1 quarter. The position peaked at $159K in Q3 2025. 349 funds tracked by Wall St. Rank hold GHC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Graham Holdings Company position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 135 Graham Holdings Company shares in Q4 2025, an estimated $159K.
  • Wealthspire Advisors (New York) first reported a position in Graham Holdings Company in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Graham Holdings Company position peaked at $159K in Q3 2025.
  • 349 funds tracked by Wall St. Rank held Graham Holdings Company as of Q4 2025.

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