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Bartlett & Co Wealth Management’s Insperity NSP Stock Holding History

Bartlett & Co Wealth Management’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
Q3 		– Sell
-31
Closed -$1.86K – 1257
2025
Q2 		$1.86K Buy
+31
New +$2.17K ﹤0.01% 1103

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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co Wealth Management's NSP Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of Insperity (NSP) in Q3 2025, closing a stake of 31 shares — an estimated $1.86K sold.

Bartlett & Co Wealth Management first reported a position in NSP in Q2 2025 and held it in 1 quarter. The position peaked at $1.86K in Q2 2025. 277 funds tracked by Wall St. Rank hold NSP as of Q3 2025.

  • Bartlett & Co Wealth Management reported no remaining Insperity position as of Q3 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 31 Insperity shares in Q3 2025, an estimated $1.86K.
  • Bartlett & Co Wealth Management first reported a position in Insperity in Q2 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Insperity position peaked at $1.86K in Q2 2025.
  • 277 funds tracked by Wall St. Rank held Insperity as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.