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Bogart Wealth LLC’s Insperity NSP Stock Holding History

Bogart Wealth LLC’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 		– Sell
-38
Closed -$3.39K – 1517
2025
Q1 		$3.39K Hold
38
– – ﹤0.01% 979
2024
Q4 		$2.94K Hold
38
– – ﹤0.01% 1018
2024
Q3 		$3.34K Hold
38
– – ﹤0.01% 897
2024
Q2 		$3.47K Hold
38
– – ﹤0.01% 858
2024
Q1 		$4.17K Hold
38
– – ﹤0.01% 803
2023
Q4 		$4.45K Hold
38
– – ﹤0.01% 774
2023
Q3 		$3.71K Hold
38
– – ﹤0.01% 787
2023
Q2 		$4.52K Hold
38
– – ﹤0.01% 730
2023
Q1 		$4.62K Buy
+38
New +$4.44K ﹤0.01% 732

Other funds holding NSP

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

Bogart Wealth LLC's NSP Position: Q2 2025 in Review

Bogart Wealth LLC sold out of Insperity (NSP) in Q2 2025, closing a stake of 38 shares — an estimated $3.39K sold.

Bogart Wealth LLC first reported a position in NSP in Q1 2023 and held it in 9 quarters. The position peaked at $4.62K in Q1 2023. 287 funds tracked by Wall St. Rank hold NSP as of Q2 2025.

  • Bogart Wealth LLC reported no remaining Insperity position as of Q2 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 38 Insperity shares in Q2 2025, an estimated $3.39K.
  • Bogart Wealth LLC first reported a position in Insperity in Q1 2023 and held it in 9 quarters.
  • Bogart Wealth LLC's Insperity position peaked at $4.62K in Q1 2023.
  • 287 funds tracked by Wall St. Rank held Insperity as of Q2 2025.

Based on Bogart Wealth LLC's 13F filing for Q2 2025, filed 30 Jul 2025.