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Coldstream Capital Management’s Insperity NSP Stock Holding History

Coldstream Capital 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
Q2 		– Sell
-2,085
Closed -$186K – 2564
2025
Q1 		$186K Buy
+2,085
New +$173K ﹤0.01% 1036
2024
Q3 		– Sell
-2,408
Closed -$220K – 1099
2024
Q2 		$220K Buy
2,408
+55
+2% +$5.57K 0.01% 904
2024
Q1 		$258K Buy
2,353
+161
+7% +$17.1K 0.01% 831
2023
Q4 		$257K Buy
2,192
+54
+3% +$5.84K 0.01% 770
2023
Q3 		$209K Sell
2,138
-47
-2% -$4.91K 0.01% 748
2023
Q2 		$260K Hold
2,185
– – 0.01% 678
2023
Q1 		$266K Sell
2,185
-104
-5% -$12.2K 0.01% 662
2022
Q4 		$260K Buy
+2,289
New +$259K 0.01% 665
2022
Q2 		$246K Buy
2,466
+104
+4% +$10.3K 0.01% 648
2022
Q1 		$237K Buy
2,362
+17
+0.7% +$1.7K 0.01% 676
2021
Q4 		$277K Buy
+2,345
New +$277K 0.01% 656
2019
Q4 		– Sell
-2,048
Closed -$202K – 362
2019
Q3 		$202K Sell
2,048
-91
-4% -$9.88K 0.02% 318
2019
Q2 		$261K Sell
2,139
-43
-2% -$5.18K 0.02% 264
2019
Q1 		$270K Buy
+2,182
New +$249K 0.02% 247
2018
Q4 		– Sell
-2,184
Closed -$258K – 368
2018
Q3 		$258K Buy
+2,184
New +$237K 0.02% 289

Other funds holding NSP

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

Coldstream Capital Management's NSP Position: Q2 2025 in Review

Coldstream Capital Management sold out of Insperity (NSP) in Q2 2025, closing a stake of 2,085 shares — an estimated $186K sold.

Coldstream Capital Management first reported a position in NSP in Q3 2018 and held it in 15 quarters. The position peaked at $277K in Q4 2021. 286 funds tracked by Wall St. Rank hold NSP as of Q2 2025.

  • Coldstream Capital Management reported no remaining Insperity position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 2,085 Insperity shares in Q2 2025, an estimated $186K.
  • Coldstream Capital Management first reported a position in Insperity in Q3 2018 and held it in 15 quarters.
  • Coldstream Capital Management's Insperity position peaked at $277K in Q4 2021.
  • 286 funds tracked by Wall St. Rank held Insperity as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.