Creative Planning
NSP icon

Creative Planning’s Insperity NSP Stock Holding History

Creative Planning’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
2026
Q2 		$3.48M Buy
84,269
+41,556
+97% +$1.36M ﹤0.01% 1673
2026
Q1 		$1.15M Sell
42,713
-11,438
-21% -$368K ﹤0.01% 2341
2025
Q4 		$2.1M Buy
54,151
+27,359
+102% +$1.09M ﹤0.01% 1696
2025
Q3 		$1.32M Buy
26,792
+19,190
+252% +$1.05M ﹤0.01% 1870
2025
Q2 		$457K Sell
7,602
-17,477
-70% -$1.22M ﹤0.01% 2542
2025
Q1 		$2.24M Buy
25,079
+7,675
+44% +$637K ﹤0.01% 1105
2024
Q4 		$1.35M Buy
17,404
+13,300
+324% +$1.08M ﹤0.01% 1417
2024
Q3 		$361K Buy
4,104
+522
+15% +$48.3K ﹤0.01% 2373
2024
Q2 		$327K Sell
3,582
-498
-12% -$50.4K ﹤0.01% 2279
2024
Q1 		$447K Buy
4,080
+470
+13% +$50K ﹤0.01% 1930
2023
Q4 		$423K Buy
3,610
+1,446
+67% +$156K ﹤0.01% 1823
2023
Q3 		$211K Buy
+2,164
New +$226K ﹤0.01% 2199
2023
Q2 		– Sell
-43
Closed -$5.23K – 2763
2023
Q1 		$5.23K Buy
+43
New +$5.03K ﹤0.01% 2485
2017
Q3 		– Sell
-1,160
Closed -$41K – 3093
2017
Q2 		$41K Sell
1,160
-76
-6% -$3.08K ﹤0.01% 2667
2017
Q1 		$55K Buy
1,236
+582
+89% +$23.1K ﹤0.01% 2411
2016
Q4 		$23K Sell
654
-86
-12% -$3.1K ﹤0.01% 2985
2016
Q3 		$27K Buy
740
+624
+538% +$22.4K ﹤0.01% 2837
2016
Q2 		$4K Buy
+116
New +$3.75K ﹤0.01% 3757
2014
Q4 		– Sell
-254
Closed -$3K – 4290
2014
Q3 		$3K Buy
254
+2
+0.8% +$30 ﹤0.01% 3525
2014
Q2 		$4K Buy
+252
New +$4.01K ﹤0.01% 3312

Other funds holding NSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's NSP Position: Q2 2026 in Review

Creative Planning increased its Insperity (NSP) stake by 97% in Q2 2026, buying an estimated $1.36M and bringing the position to 84,269 shares worth $3.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Creative Planning first reported a position in NSP in Q2 2014 and has held it in 20 quarters since. 277 funds tracked by Wall St. Rank hold NSP as of Q2 2026.

  • Creative Planning held 84,269 shares of Insperity worth $3.48M as of Q2 2026.
  • Creative Planning bought 41,556 Insperity shares in Q2 2026, an estimated $1.36M.
  • Insperity made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1673 holding.
  • Creative Planning first reported a position in Insperity in Q2 2014 and has held it in 20 quarters since.
  • 277 funds tracked by Wall St. Rank held Insperity as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.