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Wealthspire Advisors (New York)’s Smith & Wesson SWBI Stock Holding History

Wealthspire Advisors (New York)’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-632
Closed -$6.21K – 2672
2025
Q3 		$6.21K Buy
+632
New +$5.39K ﹤0.01% 2246

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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Smith & Wesson (SWBI) in Q4 2025, closing a stake of 632 shares — an estimated $6.21K sold.

Wealthspire Advisors (New York) first reported a position in SWBI in Q3 2025 and held it in 1 quarter. The position peaked at $6.21K in Q3 2025. 170 funds tracked by Wall St. Rank hold SWBI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Smith & Wesson position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 632 Smith & Wesson shares in Q4 2025, an estimated $6.21K.
  • Wealthspire Advisors (New York) first reported a position in Smith & Wesson in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Smith & Wesson position peaked at $6.21K in Q3 2025.
  • 170 funds tracked by Wall St. Rank held Smith & Wesson as of Q4 2025.

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