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Dogwood Wealth Management’s Insperity NSP Stock Holding History

Dogwood Wealth 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
Q3 		– Sell
-68
Closed -$4.18K – 791
2025
Q2 		$4.18K Buy
+68
New +$4.75K ﹤0.01% 499

Other funds holding NSP

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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dogwood Wealth Management's NSP Position: Q3 2025 in Review

Dogwood Wealth Management sold out of Insperity (NSP) in Q3 2025, closing a stake of 68 shares — an estimated $4.18K sold.

Dogwood Wealth Management first reported a position in NSP in Q2 2025 and held it in 1 quarter. The position peaked at $4.18K in Q2 2025. 277 funds tracked by Wall St. Rank hold NSP as of Q3 2025.

  • Dogwood Wealth Management reported no remaining Insperity position as of Q3 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 68 Insperity shares in Q3 2025, an estimated $4.18K.
  • Dogwood Wealth Management first reported a position in Insperity in Q2 2025 and held it in 1 quarter.
  • Dogwood Wealth Management's Insperity position peaked at $4.18K in Q2 2025.
  • 277 funds tracked by Wall St. Rank held Insperity as of Q3 2025.

Based on Dogwood Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.