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Cornerstone Planning Group’s Insperity NSP Stock Holding History

Cornerstone Planning Group’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
-31
Closed -$2.45K – 1641
2025
Q1 		$2.45K Buy
+31
New +$2.57K ﹤0.01% 936
2023
Q3 		– Sell
-43
Closed -$5.12K – 1280
2023
Q2 		$5.12K Buy
+43
New +$5.11K ﹤0.01% 887
2022
Q4 		$4.8K Buy
+43
New +$4.87K ﹤0.01% 911

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

Cornerstone Planning Group's NSP Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Insperity (NSP) in Q2 2025, closing a stake of 31 shares — an estimated $2.45K sold.

Cornerstone Planning Group first reported a position in NSP in Q4 2022 and held it in 3 quarters. The position peaked at $5.12K in Q2 2023. 286 funds tracked by Wall St. Rank hold NSP as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Insperity position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 31 Insperity shares in Q2 2025, an estimated $2.45K.
  • Cornerstone Planning Group first reported a position in Insperity in Q4 2022 and held it in 3 quarters.
  • Cornerstone Planning Group's Insperity position peaked at $5.12K in Q2 2023.
  • 286 funds tracked by Wall St. Rank held Insperity as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.