Bartlett & Co Wealth Management’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 | $54.7K | Hold |
575
| – | – | ﹤0.01% | 722 |
|
|
2026
Q1 | $51.8K | Hold |
575
| – | – | ﹤0.01% | 680 |
|
|
2025
Q4 | $45.2K | Buy |
575
+321
| +126% | +$23K | ﹤0.01% | 689 |
|
|
2025
Q3 | $18K | Hold |
254
| – | – | ﹤0.01% | 836 |
|
|
2025
Q2 | $15.4K | Hold |
254
| – | – | ﹤0.01% | 856 |
|
|
2025
Q1 | $15K | Hold |
254
| – | – | ﹤0.01% | 861 |
|
|
2024
Q4 | $12.6K | Hold |
254
| – | – | ﹤0.01% | 884 |
|
|
2024
Q3 | $11.5K | Hold |
254
| – | – | ﹤0.01% | 898 |
|
|
2024
Q2 | $11K | Hold |
254
| – | – | ﹤0.01% | 909 |
|
|
2024
Q1 | $10.4K | Hold |
254
| – | – | ﹤0.01% | 906 |
|
|
2023
Q4 | $10.3K | Hold |
254
| – | – | ﹤0.01% | 995 |
|
|
2023
Q3 | $10K | Hold |
254
| – | – | ﹤0.01% | 928 |
|
|
2023
Q2 | $10.1K | Hold |
254
| – | – | ﹤0.01% | 930 |
|
|
2023
Q1 | $8.96K | Hold |
254
| – | – | ﹤0.01% | 837 |
|
|
2022
Q4 | $7.92K | Hold |
254
| – | – | ﹤0.01% | 857 |
|
|
2022
Q3 | $6.62K | Hold |
254
| – | – | ﹤0.01% | 882 |
|
|
2022
Q2 | $8.3K | Hold |
254
| – | – | ﹤0.01% | 911 |
|
|
2022
Q1 | $8.92K | Buy |
+254
| New | +$8.76K | ﹤0.01% | 848 |
|
|
2021
Q4 | – | Sell |
-254
| Closed | -$6.64K | – | 607 |
|
|
2021
Q3 | $6.64K | Hold |
254
| – | – | ﹤0.01% | 743 |
|
|
2021
Q2 | $7.33K | Hold |
254
| – | – | ﹤0.01% | 724 |
|
|
2021
Q1 | $7.59K | Hold |
254
| – | – | ﹤0.01% | 759 |
|
|
2020
Q4 | $6.58K | Hold |
254
| – | – | ﹤0.01% | 771 |
|
|
2020
Q3 | $4.97K | Hold |
254
| – | – | ﹤0.01% | 736 |
|
|
2020
Q2 | $5.93K | Hold |
254
| – | – | ﹤0.01% | 727 |
|
|
2020
Q1 | $7.12K | Hold |
254
| – | – | ﹤0.01% | 692 |
|
|
2019
Q4 | $9.93K | Hold |
254
| – | – | ﹤0.01% | 731 |
|
|
2019
Q3 | $9.72K | Hold |
254
| – | – | ﹤0.01% | 737 |
|
|
2019
Q2 | $10.7K | Sell |
254
-3
| -1% | -$126 | ﹤0.01% | 583 |
|
|
2019
Q1 | $10.6K | Sell |
257
-6
| -2% | -$242 | ﹤0.01% | 576 |
|
|
2018
Q4 | $10.4K | Sell |
263
-4
| -1% | -$160 | ﹤0.01% | 582 |
|
|
2018
Q3 | $11.2K | Sell |
267
-3
| -1% | -$130 | ﹤0.01% | 594 |
|
|
2018
Q2 | $12.1K | Sell |
270
-2
| -0.7% | -$92 | ﹤0.01% | 585 |
|
|
2018
Q1 | $12.4K | Buy |
+272
| New | +$12.9K | ﹤0.01% | 590 |
|
Other funds holding HSBC
Bartlett & Co Wealth Management's HSBC Position: Q2 2026 in Review
Bartlett & Co Wealth Management held its HSBC (HSBC) position steady in Q2 2026 at 575 shares worth $54.7K. The position accounts for ﹤0.01% of the portfolio, ranked #722.
Bartlett & Co Wealth Management first reported a position in HSBC in Q1 2018 and has held it in 33 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.
- Bartlett & Co Wealth Management held 575 shares of HSBC worth $54.7K as of Q2 2026.
- Bartlett & Co Wealth Management left its HSBC share count unchanged in Q2 2026.
- HSBC made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #722 holding.
- Bartlett & Co Wealth Management first reported a position in HSBC in Q1 2018 and has held it in 33 quarters since.
- 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.