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Williams & Novak’s InfuSystem Holdings INFU Stock Holding History

Williams & Novak’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
Q3 		– Sell
-12,280
Closed -$76.6K – 146
2025
Q2 		$76.6K Buy
+12,280
New +$67.8K 0.07% 119
2024
Q4 		– Sell
-10,390
Closed -$69.6K – 133
2024
Q3 		$69.6K Buy
+10,390
New +$67.3K 0.07% 121

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 $59B AUM 32.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Williams & Novak's INFU Position: Q3 2025 in Review

Williams & Novak sold out of InfuSystem Holdings (INFU) in Q3 2025, closing a stake of 12,280 shares — an estimated $76.6K sold.

Williams & Novak first reported a position in INFU in Q3 2024 and held it in 2 quarters. The position peaked at $76.6K in Q2 2025. 98 funds tracked by Wall St. Rank hold INFU as of Q3 2025.

  • Williams & Novak reported no remaining InfuSystem Holdings position as of Q3 2025 after selling out during the quarter.
  • Williams & Novak sold 12,280 InfuSystem Holdings shares in Q3 2025, an estimated $76.6K.
  • Williams & Novak first reported a position in InfuSystem Holdings in Q3 2024 and held it in 2 quarters.
  • Williams & Novak's InfuSystem Holdings position peaked at $76.6K in Q2 2025.
  • 98 funds tracked by Wall St. Rank held InfuSystem Holdings as of Q3 2025.

Based on Williams & Novak's 13F filing for Q3 2025, filed 30 Oct 2025.