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
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 $5.72T AUM 30.48% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's NSP Position: Q1 2026 in Review

Creative Planning reduced its Insperity (NSP) stake by 21% in Q1 2026, selling an estimated $368K and leaving 42,713 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2341.

Creative Planning first reported a position in NSP in Q2 2014 and has held it in 19 quarters since. The position peaked at $2.24M in Q1 2025. 254 funds tracked by Wall St. Rank hold NSP as of Q1 2026.

  • Creative Planning held 42,713 shares of Insperity worth $1.15M as of Q1 2026.
  • Creative Planning sold 11,438 Insperity shares in Q1 2026, an estimated $368K.
  • Insperity made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2341 holding.
  • Creative Planning first reported a position in Insperity in Q2 2014 and has held it in 19 quarters since.
  • Creative Planning's Insperity position peaked at $2.24M in Q1 2025.
  • 254 funds tracked by Wall St. Rank held Insperity as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.