Harbor Asset Planning’s Insperity NSP Stock Holding History

Harbor Asset 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
2025 Q4	–	Sell	-2,863	Closed	-$141K	–	445
2025 Q3	$141K	Hold	2,863	–	–	0.13%	112
2025 Q2	$172K	Buy	+2,863	New	+$200K	0.16%	91

Other funds holding NSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harbor Asset Planning's NSP Position: Q4 2025 in Review

Harbor Asset Planning sold out of Insperity (NSP) in Q4 2025, closing a stake of 2,863 shares — an estimated $141K sold.

Harbor Asset Planning first reported a position in NSP in Q2 2025 and held it in 2 quarters. The position peaked at $172K in Q2 2025. 267 funds tracked by Wall St. Rank hold NSP as of Q4 2025.

Harbor Asset Planning reported no remaining Insperity position as of Q4 2025 after selling out during the quarter.
Harbor Asset Planning sold 2,863 Insperity shares in Q4 2025, an estimated $141K.
Harbor Asset Planning first reported a position in Insperity in Q2 2025 and held it in 2 quarters.
Harbor Asset Planning's Insperity position peaked at $172K in Q2 2025.
267 funds tracked by Wall St. Rank held Insperity as of Q4 2025.

Based on Harbor Asset Planning's 13F filing for Q4 2025, filed 26 Jan 2026.