Intergy Private Wealth’s Insperity NSP Stock Holding History

Intergy Private Wealth’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
2026 Q3	$567K	Hold	12,165	–	–	0.13%	69
2026 Q2	$503K	Hold	12,165	–	–	0.12%	72
2026 Q1	$329K	Hold	12,165	–	–	0.1%	84
2025 Q4	$471K	Hold	12,165	–	–	0.14%	66
2025 Q3	$599K	Hold	12,165	–	–	0.19%	61
2025 Q2	$731K	Sell	12,165 -13	-0.1%	-$908	0.25%	56
2025 Q1	$1.09M	Buy	12,178 +13	+0.1%	+$1.08K	0.41%	36
2024 Q4	$943K	Hold	12,165	–	–	0.35%	44
2024 Q3	$1.07M	Hold	12,165	–	–	0.41%	38
2024 Q2	$1.11M	Hold	12,165	–	–	0.46%	34
2024 Q1	$1.33M	Hold	12,165	–	–	0.55%	31
2023 Q4	$1.43M	Sell	12,165 -2,300	-16%	-$249K	0.62%	29
2023 Q3	$1.41M	Sell	14,465 -2,170	-13%	-$227K	0.71%	28
2023 Q2	$1.98M	Hold	16,635	–	–	0.97%	26
2023 Q1	$2.02M	Hold	16,635	–	–	1.13%	22
2022 Q4	$1.89M	Sell	16,635 -1,841	-10%	-$208K	1.18%	22
2022 Q3	$1.89M	Sell	18,476 -3,641	-16%	-$391K	1.34%	20
2022 Q2	$2.21M	Sell	22,117 -2,000	-8%	-$198K	1.74%	13
2022 Q1	$2.42M	Hold	24,117	–	–	1.69%	14
2021 Q4	$2.85M	Buy	+24,117	New	+$2.85M	2.23%	12

Other funds holding NSP

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Intergy Private Wealth's NSP Position: Q3 2026 in Review

Intergy Private Wealth held its Insperity (NSP) position steady in Q3 2026 at 12,165 shares worth $567K. The position accounts for 0.13% of the portfolio, ranked #69.

Intergy Private Wealth first reported a position in NSP in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.85M in Q4 2021. 33 funds tracked by Wall St. Rank hold NSP as of Q3 2026.

Intergy Private Wealth held 12,165 shares of Insperity worth $567K as of Q3 2026.
Intergy Private Wealth left its Insperity share count unchanged in Q3 2026.
Insperity made up 0.13% of Intergy Private Wealth's portfolio in Q3 2026, its #69 holding.
Intergy Private Wealth first reported a position in Insperity in Q4 2021 and has held it in 20 quarters since.
Intergy Private Wealth's Insperity position peaked at $2.85M in Q4 2021.
33 funds tracked by Wall St. Rank held Insperity as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.