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Wealthspire Advisors (New York)’s MIND Technology MIND Stock Holding History

Wealthspire Advisors (New York)’s Portfolio MIND Stock Details MIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-294
Closed -$2.38K – 2149
2025
Q3 		$2.38K Buy
+294
New +$2.64K ﹤0.01% 2561

Other funds holding MIND

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of MIND Technology (MIND) in Q4 2025, closing a stake of 294 shares — an estimated $2.38K sold.

Wealthspire Advisors (New York) first reported a position in MIND in Q3 2025 and held it in 1 quarter. The position peaked at $2.38K in Q3 2025. 56 funds tracked by Wall St. Rank hold MIND as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining MIND Technology position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 294 MIND Technology shares in Q4 2025, an estimated $2.38K.
  • Wealthspire Advisors (New York) first reported a position in MIND Technology in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s MIND Technology position peaked at $2.38K in Q3 2025.
  • 56 funds tracked by Wall St. Rank held MIND Technology as of Q4 2025.

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