HI
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Horizon Investments’s HSBC HSBC Stock Holding History

Horizon Investments’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 		$1.42M Sell
14,883
-24,629
-62% -$2.25M 0.02% 634
2026
Q1 		$3.26M Buy
39,512
+20,564
+109% +$1.74M 0.04% 367
2025
Q4 		$1.49M Buy
18,948
+1,019
+6% +$72.9K 0.02% 538
2025
Q3 		$1.26M Buy
17,929
+1,398
+8% +$90.9K 0.02% 572
2025
Q2 		$1M Sell
16,531
-257
-2% -$14.6K 0.02% 568
2025
Q1 		$956K Sell
16,788
-514
-3% -$28.1K 0.03% 279
2024
Q4 		$856K Buy
17,302
+245
+1% +$11.4K 0.02% 281
2024
Q3 		$763K Sell
17,057
-181
-1% -$7.85K 0.02% 295
2024
Q2 		$750K Sell
17,238
-214
-1% -$9.21K 0.02% 298
2024
Q1 		$664K Buy
17,452
+17,421
+56,197% +$680K 0.02% 311
2023
Q4 		$1.26K Buy
+31
New +$1.2K ﹤0.01% 664
2019
Q2 		– Sell
-70,370
Closed -$2.79M – 562
2019
Q1 		$2.79M Buy
70,370
+33,822
+93% +$1.36M 0.1% 105
2018
Q4 		$1.45M Buy
+36,548
New +$1.46M 0.07% 116
2018
Q1 		– Sell
-43,092
Closed -$1.75M – 213
2017
Q4 		$1.75M Buy
43,092
+7,192
+20% +$325K 0.11% 59
2017
Q3 		$1.46M Buy
35,900
+12,615
+54% +$558K 0.08% 68
2017
Q2 		$945K Buy
+23,285
New +$904K 0.06% 78

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Horizon Investments's HSBC Position: Q2 2026 in Review

Horizon Investments reduced its HSBC (HSBC) stake by 62% in Q2 2026, selling an estimated $2.25M and leaving 14,883 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #634.

Horizon Investments first reported a position in HSBC in Q2 2017 and has held it in 16 quarters since. The position peaked at $3.26M in Q1 2026. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Horizon Investments held 14,883 shares of HSBC worth $1.42M as of Q2 2026.
  • Horizon Investments sold 24,629 HSBC shares in Q2 2026, an estimated $2.25M.
  • HSBC made up 0.02% of Horizon Investments's portfolio in Q2 2026, its #634 holding.
  • Horizon Investments first reported a position in HSBC in Q2 2017 and has held it in 16 quarters since.
  • Horizon Investments's HSBC position peaked at $3.26M in Q1 2026.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.