WANY
INFU icon

Wealthspire Advisors (New York)’s InfuSystem Holdings INFU Stock Holding History

Wealthspire Advisors (New York)’s Portfolio INFU Stock Details INFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-330
Closed -$3.42K – 1931
2025
Q3 		$3.42K Buy
+330
New +$2.74K ﹤0.01% 2454

Other funds holding INFU

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of InfuSystem Holdings (INFU) in Q4 2025, closing a stake of 330 shares — an estimated $3.42K sold.

Wealthspire Advisors (New York) first reported a position in INFU in Q3 2025 and held it in 1 quarter. The position peaked at $3.42K in Q3 2025. 102 funds tracked by Wall St. Rank hold INFU as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining InfuSystem Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 330 InfuSystem Holdings shares in Q4 2025, an estimated $3.42K.
  • Wealthspire Advisors (New York) first reported a position in InfuSystem Holdings in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s InfuSystem Holdings position peaked at $3.42K in Q3 2025.
  • 102 funds tracked by Wall St. Rank held InfuSystem Holdings as of Q4 2025.

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