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Gitterman Wealth Management’s HSBC HSBC Stock Holding History

Gitterman Wealth Management’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$380K Buy
5,358
+468
+10% +$30.4K 0.09% 64
2025
Q2 		$297K Sell
4,890
-81
-2% -$4.61K 0.07% 85
2025
Q1 		$285K Sell
4,971
-218
-4% -$11.9K 0.08% 82
2024
Q4 		$257K Buy
5,189
+429
+9% +$19.9K 0.11% 86
2024
Q3 		$215K Buy
4,760
+61
+1% +$2.64K 0.09% 111
2024
Q2 		$204K Buy
+4,699
New +$202K 0.08% 101

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Gitterman Wealth Management's HSBC Position: Q3 2025 in Review

Gitterman Wealth Management increased its HSBC (HSBC) stake by 9.6% in Q3 2025, buying an estimated $30.4K and bringing the position to 5,358 shares worth $380K. The position accounts for 0.09% of the portfolio, ranked #64.

Gitterman Wealth Management first reported a position in HSBC in Q2 2024 and has held it in 6 quarters since. 554 funds tracked by Wall St. Rank hold HSBC as of Q3 2025.

  • Gitterman Wealth Management held 5,358 shares of HSBC worth $380K as of Q3 2025.
  • Gitterman Wealth Management bought 468 HSBC shares in Q3 2025, an estimated $30.4K.
  • HSBC made up 0.09% of Gitterman Wealth Management's portfolio in Q3 2025, its #64 holding.
  • Gitterman Wealth Management first reported a position in HSBC in Q2 2024 and has held it in 6 quarters since.
  • 554 funds tracked by Wall St. Rank held HSBC as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.