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IHT Wealth Management’s HSBC HSBC Stock Holding History

IHT 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
2026
Q2 		$431K Buy
+4,535
New +$414K 0.01% 885
2018
Q2 		– Sell
-1,576
Closed -$70K – 836
2018
Q1 		$70K Buy
1,576
+413
+36% +$19.7K 0.02% 586
2017
Q4 		$55K Buy
1,163
+2
+0.2% +$90 0.01% 672
2017
Q3 		$53K Buy
1,161
+768
+195% +$34K 0.02% 505
2017
Q2 		$69K Sell
393
-1,942
-83% -$75.4K 0.03% 428
2017
Q1 		$86K Buy
2,335
+443
+23% +$16.6K 0.06% 301
2016
Q4 		$70K Buy
+1,892
New +$67.1K 0.05% 329

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

IHT Wealth Management's HSBC Position: Q2 2026 in Review

IHT Wealth Management opened a new position in HSBC (HSBC) in Q2 2026: 4,535 shares worth $431K. The stake represents 0.01% of the portfolio and ranks #885 among its holdings. This is a return to the name: IHT Wealth Management previously reported a position in HSBC as recently as Q1 2018.

IHT Wealth Management first reported a position in HSBC in Q4 2016 and has held it in 7 quarters since. 711 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • IHT Wealth Management held 4,535 shares of HSBC worth $431K as of Q2 2026.
  • HSBC was a new IHT Wealth Management position in Q2 2026.
  • HSBC made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #885 holding.
  • IHT Wealth Management first reported a position in HSBC in Q4 2016 and has held it in 7 quarters since.
  • 711 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.