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Avion Wealth’s Insperity NSP Stock Holding History

Avion Wealth’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
2026
Q2 		$22K Buy
548
+26
+5% +$852 ﹤0.01% 374
2026
Q1 		$14K Buy
+522
New +$16.8K ﹤0.01% 403
2025
Q2 		– Sell
-6
Closed – – 1466
2025
Q1 		$0 Buy
+6
New +$498 ﹤0.01% 1254
2024
Q1 		– Sell
-5
Closed -$1K – 1199
2023
Q4 		$1K Hold
5
– – ﹤0.01% 899
2023
Q3 		$0 Buy
+5
New +$523 ﹤0.01% 1076
2023
Q2 		– Sell
-7
Closed – – 946
2023
Q1 		$0 Buy
+7
New +$819 ﹤0.01% 702

Other funds holding NSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Avion Wealth's NSP Position: Q2 2026 in Review

Avion Wealth increased its Insperity (NSP) stake by 5% in Q2 2026, buying an estimated $852 and bringing the position to 548 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Avion Wealth first reported a position in NSP in Q1 2023 and has held it in 6 quarters since. 275 funds tracked by Wall St. Rank hold NSP as of Q2 2026.

  • Avion Wealth held 548 shares of Insperity worth $22K as of Q2 2026.
  • Avion Wealth bought 26 Insperity shares in Q2 2026, an estimated $852.
  • Insperity made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #374 holding.
  • Avion Wealth first reported a position in Insperity in Q1 2023 and has held it in 6 quarters since.
  • 275 funds tracked by Wall St. Rank held Insperity as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.