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Accordant Advisory Group’s Insperity NSP Stock Holding History

Accordant Advisory Group’s Portfolio NSP Stock Details NSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,200
Closed -$59K – 195
2025
Q3 		$59K Hold
1,200
– – 0.04% 82
2025
Q2 		$72.1K Hold
1,200
– – 0.05% 75
2025
Q1 		$107K Hold
1,200
– – 0.1% 48
2024
Q4 		$93K Hold
1,200
– – 0.09% 53
2024
Q3 		$106K Hold
1,200
– – 0.08% 55
2024
Q2 		$109K Buy
+1,200
New +$122K 0.1% 62

Other funds holding NSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accordant Advisory Group's NSP Position: Q4 2025 in Review

Accordant Advisory Group sold out of Insperity (NSP) in Q4 2025, closing a stake of 1,200 shares — an estimated $59K sold.

Accordant Advisory Group first reported a position in NSP in Q2 2024 and held it in 6 quarters. The position peaked at $109K in Q2 2024. 267 funds tracked by Wall St. Rank hold NSP as of Q4 2025.

  • Accordant Advisory Group reported no remaining Insperity position as of Q4 2025 after selling out during the quarter.
  • Accordant Advisory Group sold 1,200 Insperity shares in Q4 2025, an estimated $59K.
  • Accordant Advisory Group first reported a position in Insperity in Q2 2024 and held it in 6 quarters.
  • Accordant Advisory Group's Insperity position peaked at $109K in Q2 2024.
  • 267 funds tracked by Wall St. Rank held Insperity as of Q4 2025.

Based on Accordant Advisory Group's 13F filing for Q4 2025, filed 22 Jan 2026.