HWM
VSEE

HB Wealth Management’s VSEE HEALTH INC VSEE Stock Holding History

HB Wealth Management’s Portfolio VSEE Stock Details VSEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-602,652
Closed -$226K – 1600
2025
Q4 		$226K Hold
602,652
– – ﹤0.01% 1280
2025
Q3 		$368K Buy
+602,652
New +$591K ﹤0.01% 984
2025
Q2 		– Sell
-602,652
Closed -$723K – 1313
2025
Q1 		$723K Buy
+602,652
New +$892K 0.01% 644

Other funds holding VSEE

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

HB Wealth Management's VSEE Position: Q1 2026 in Review

HB Wealth Management sold out of VSEE HEALTH INC (VSEE) in Q1 2026, closing a stake of 602,652 shares — an estimated $226K sold.

HB Wealth Management first reported a position in VSEE in Q1 2025 and held it in 3 quarters. The position peaked at $723K in Q1 2025. 14 funds tracked by Wall St. Rank hold VSEE as of Q1 2026.

  • HB Wealth Management reported no remaining VSEE HEALTH INC position as of Q1 2026 after selling out during the quarter.
  • HB Wealth Management sold 602,652 VSEE HEALTH INC shares in Q1 2026, an estimated $226K.
  • HB Wealth Management first reported a position in VSEE HEALTH INC in Q1 2025 and held it in 3 quarters.
  • HB Wealth Management's VSEE HEALTH INC position peaked at $723K in Q1 2025.
  • 14 funds tracked by Wall St. Rank held VSEE HEALTH INC as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.