HWP
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Highline Wealth Partners’s HSBC HSBC Stock Holding History

Highline Wealth Partners’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
2026
Q2 		$39.6K Sell
416
-6
-1% -$548 0.01% 269
2026
Q1 		$34.8K Sell
422
-55
-12% -$4.66K 0.01% 213
2025
Q4 		$37.5K Buy
477
+10
+2% +$715 0.01% 159
2025
Q3 		$33.1K Buy
467
+81
+21% +$5.27K 0.01% 193
2025
Q2 		$23.5K Hold
386
– – 0.01% 203
2025
Q1 		$22.2K Buy
386
+153
+66% +$8.37K 0.01% 198
2024
Q4 		$11.5K Buy
233
+145
+165% +$6.73K ﹤0.01% 231
2024
Q3 		$3.98K Sell
88
-43
-33% -$1.86K ﹤0.01% 372
2024
Q2 		$5.7K Buy
+131
New +$5.64K ﹤0.01% 272

Other funds holding HSBC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Highline Wealth Partners's HSBC Position: Q2 2026 in Review

Highline Wealth Partners reduced its HSBC (HSBC) stake by 1.4% in Q2 2026, selling an estimated $548 and leaving 416 shares worth $39.6K. The position accounts for 0.01% of the portfolio, ranked #269.

Highline Wealth Partners first reported a position in HSBC in Q2 2024 and has held it in 9 quarters since. 109 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Highline Wealth Partners held 416 shares of HSBC worth $39.6K as of Q2 2026.
  • Highline Wealth Partners sold 6 HSBC shares in Q2 2026, an estimated $548.
  • HSBC made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #269 holding.
  • Highline Wealth Partners first reported a position in HSBC in Q2 2024 and has held it in 9 quarters since.
  • 109 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.