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Wealthspire Advisors (New York)’s United States Lime & Minerals USLM Stock Holding History

Wealthspire Advisors (New York)’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4
Closed -$526 – 2802
2025
Q3 		$526 Buy
+4
New +$462 ﹤0.01% 2832

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Renaissance Technologies
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Select Equity Group
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Geode Capital Management
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of United States Lime & Minerals (USLM) in Q4 2025, closing a stake of 4 shares — an estimated $526 sold.

Wealthspire Advisors (New York) first reported a position in USLM in Q3 2025 and held it in 1 quarter. The position peaked at $526 in Q3 2025. 222 funds tracked by Wall St. Rank hold USLM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining United States Lime & Minerals position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 4 United States Lime & Minerals shares in Q4 2025, an estimated $526.
  • Wealthspire Advisors (New York) first reported a position in United States Lime & Minerals in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s United States Lime & Minerals position peaked at $526 in Q3 2025.
  • 222 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q4 2025.

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