Asset Dedication LLC’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.95K | Buy |
52
+18
| +53% | +$1.64K | ﹤0.01% | 909 |
|
|
2026
Q1 | $2.81K | Buy |
+34
| New | +$2.88K | ﹤0.01% | 934 |
|
|
2025
Q2 | – | Sell |
-100
| Closed | -$5.74K | – | 1198 |
|
|
2025
Q1 | $5.74K | Hold |
100
| – | – | ﹤0.01% | 839 |
|
|
2024
Q4 | $4.95K | Hold |
100
| – | – | ﹤0.01% | 859 |
|
|
2024
Q3 | $4.52K | Hold |
100
| – | – | ﹤0.01% | 914 |
|
|
2024
Q2 | $4.35K | Hold |
100
| – | – | ﹤0.01% | 949 |
|
|
2024
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 818 |
|
|
2023
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 832 |
|
|
2023
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 818 |
|
|
2023
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 800 |
|
|
2023
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 809 |
|
|
2022
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 824 |
|
|
2022
Q3 | $3K | Buy |
+100
| New | +$3.11K | ﹤0.01% | 782 |
|
|
2022
Q2 | – | Sell |
-100
| Closed | -$3K | – | 684 |
|
|
2022
Q1 | $3K | Sell |
100
-101
| -50% | -$3.48K | ﹤0.01% | 820 |
|
|
2021
Q4 | $6K | Hold |
201
| – | – | ﹤0.01% | 713 |
|
|
2021
Q3 | $6K | Hold |
201
| – | – | ﹤0.01% | 774 |
|
|
2021
Q2 | $6K | Buy |
201
+101
| +101% | +$3.08K | ﹤0.01% | 692 |
|
|
2021
Q1 | $3K | Sell |
100
-101
| -50% | -$2.89K | ﹤0.01% | 600 |
|
|
2020
Q4 | $6K | Hold |
201
| – | – | ﹤0.01% | 614 |
|
|
2020
Q3 | $4K | Buy |
201
+101
| +101% | +$2.21K | ﹤0.01% | 618 |
|
|
2020
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 584 |
|
|
2020
Q1 | $3K | Sell |
100
-181
| -64% | -$6.29K | ﹤0.01% | 553 |
|
|
2019
Q4 | $11K | Sell |
281
-309
| -52% | -$11.7K | ﹤0.01% | 452 |
|
|
2019
Q3 | $23K | Hold |
590
| – | – | 0.01% | 370 |
|
|
2019
Q2 | $24K | Sell |
590
-7
| -1% | -$293 | 0.01% | 348 |
|
|
2019
Q1 | $24K | Sell |
597
-17
| -3% | -$685 | 0.01% | 350 |
|
|
2018
Q4 | $24K | Sell |
614
-7
| -1% | -$280 | 0.01% | 332 |
|
|
2018
Q3 | $26K | Sell |
621
-5
| -0.8% | -$217 | 0.01% | 324 |
|
|
2018
Q2 | $28K | Sell |
626
-7
| -1% | -$321 | 0.01% | 332 |
|
|
2018
Q1 | $28K | Sell |
633
-182
| -22% | -$8.66K | 0.01% | 279 |
|
|
2017
Q4 | $38K | Buy |
+815
| New | +$36.8K | 0.02% | 256 |
|
Other funds holding HSBC
Asset Dedication LLC's HSBC Position: Q2 2026 in Review
Asset Dedication LLC increased its HSBC (HSBC) stake by 53% in Q2 2026, buying an estimated $1.64K and bringing the position to 52 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #909.
Asset Dedication LLC first reported a position in HSBC in Q4 2017 and has held it in 31 quarters since. The position peaked at $38K in Q4 2017. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.
- Asset Dedication LLC held 52 shares of HSBC worth $4.95K as of Q2 2026.
- Asset Dedication LLC bought 18 HSBC shares in Q2 2026, an estimated $1.64K.
- HSBC made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #909 holding.
- Asset Dedication LLC first reported a position in HSBC in Q4 2017 and has held it in 31 quarters since.
- Asset Dedication LLC's HSBC position peaked at $38K in Q4 2017.
- 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.
Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.