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Contravisory Investment Management’s HSBC HSBC Stock Holding History

Contravisory Investment Management’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$448K Buy
4,714
+46
+1% +$4.2K 0.08% 156
2026
Q1 		$385K Sell
4,668
-376
-7% -$31.8K 0.08% 155
2025
Q4 		$397K Sell
5,044
-140
-3% -$10K 0.08% 163
2025
Q3 		$368K Buy
5,184
+212
+4% +$13.8K 0.07% 183
2025
Q2 		$302K Buy
4,972
+210
+4% +$12K 0.06% 197
2025
Q1 		$273K Buy
4,762
+138
+3% +$7.54K 0.06% 201
2024
Q4 		$229K Sell
4,624
-24
-0.5% -$1.11K 0.05% 209
2024
Q3 		$210K Buy
4,648
+101
+2% +$4.38K 0.04% 213
2024
Q2 		$198K Buy
4,547
+207
+5% +$8.91K 0.04% 211
2024
Q1 		$171K Sell
4,340
-26
-0.6% -$1.01K 0.04% 214
2023
Q4 		$177K Buy
+4,366
New +$169K 0.04% 206
2018
Q2 		– Sell
-1,364
Closed -$61K – 347
2018
Q1 		$61K Buy
1,364
+214
+19% +$10.2K 0.02% 205
2017
Q4 		$54K Buy
1,150
+647
+129% +$29.3K 0.02% 208
2017
Q3 		$23K Buy
+503
New +$22.2K 0.01% 222
2017
Q2 		– Sell
-337
Closed -$12K – 195
2017
Q1 		$12K Buy
+337
New +$12.7K ﹤0.01% 210

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Contravisory Investment Management's HSBC Position: Q2 2026 in Review

Contravisory Investment Management increased its HSBC (HSBC) stake by 0.99% in Q2 2026, buying an estimated $4.2K and bringing the position to 4,714 shares worth $448K. The position accounts for 0.08% of the portfolio, ranked #156.

Contravisory Investment Management first reported a position in HSBC in Q1 2017 and has held it in 15 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Contravisory Investment Management held 4,714 shares of HSBC worth $448K as of Q2 2026.
  • Contravisory Investment Management bought 46 HSBC shares in Q2 2026, an estimated $4.2K.
  • HSBC made up 0.08% of Contravisory Investment Management's portfolio in Q2 2026, its #156 holding.
  • Contravisory Investment Management first reported a position in HSBC in Q1 2017 and has held it in 15 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.