Envestnet Portfolio Solutions
NSP icon

Envestnet Portfolio Solutions’s Insperity NSP Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-3,299
Closed -$256K – 1715
2024
Q4 		$256K Sell
3,299
-201
-6% -$16.3K ﹤0.01% 1574
2024
Q3 		$308K Buy
3,500
+339
+11% +$31.4K ﹤0.01% 1437
2024
Q2 		$288K Buy
3,161
+766
+32% +$77.6K ﹤0.01% 1402
2024
Q1 		$263K Sell
2,395
-341
-12% -$36.3K ﹤0.01% 1430
2023
Q4 		$321K Sell
2,736
-403
-13% -$43.6K ﹤0.01% 1263
2023
Q3 		$306K Buy
+3,139
New +$328K ﹤0.01% 1216

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Portfolio Solutions's NSP Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Insperity (NSP) in Q1 2025, closing a stake of 3,299 shares — an estimated $256K sold.

Envestnet Portfolio Solutions first reported a position in NSP in Q3 2023 and held it in 6 quarters. The position peaked at $321K in Q4 2023. 318 funds tracked by Wall St. Rank hold NSP as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Insperity position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,299 Insperity shares in Q1 2025, an estimated $256K.
  • Envestnet Portfolio Solutions first reported a position in Insperity in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's Insperity position peaked at $321K in Q4 2023.
  • 318 funds tracked by Wall St. Rank held Insperity as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.