Avantax Advisory Services’s Insperity NSP Stock Holding History

Avantax Advisory Services’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 Q2	$901K	Sell	14,993 -2,840	-16%	-$198K	0.01%	1229
2025 Q1	$1.59M	Buy	17,833 +6,654	+60%	+$552K	0.01%	866
2024 Q4	$867K	Sell	11,179 -1,907	-15%	-$154K	0.01%	1106
2024 Q3	$1.15M	Sell	13,086 -321	-2%	-$29.7K	0.01%	951
2024 Q2	$1.22M	Buy	+13,407	New	+$1.36M	0.01%	879
2019 Q4	–	Sell	-2,432	Closed	-$241K	–	839
2019 Q3	$241K	Sell	2,432 -268	-10%	-$29.1K	0.01%	491
2019 Q2	$330K	Hold	2,700	–	–	0.01%	380
2019 Q1	$334K	Sell	2,700 -164	-6%	-$18.7K	0.02%	336
2018 Q4	$266K	Buy	+2,864	New	+$298K	0.04%	318

Other funds holding NSP

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Avantax Advisory Services's NSP Position: Q2 2025 in Review

Avantax Advisory Services reduced its Insperity (NSP) stake by 16% in Q2 2025, selling an estimated $198K and leaving 14,993 shares worth $901K. The position accounts for 0.01% of the portfolio, ranked #1229.

Avantax Advisory Services first reported a position in NSP in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.59M in Q1 2025. 287 funds tracked by Wall St. Rank hold NSP as of Q2 2025.

Avantax Advisory Services held 14,993 shares of Insperity worth $901K as of Q2 2025.
Avantax Advisory Services sold 2,840 Insperity shares in Q2 2025, an estimated $198K.
Insperity made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1229 holding.
Avantax Advisory Services first reported a position in Insperity in Q4 2018 and has held it in 9 quarters since.
Avantax Advisory Services's Insperity position peaked at $1.59M in Q1 2025.
287 funds tracked by Wall St. Rank held Insperity as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.