Iron Horse Wealth Management’s HSBC HSBC Stock Holding History

Iron Horse 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
2025 Q2	$6.08K	Hold	100	–	–	﹤0.01%	351
2025 Q1	$5.74K	Hold	100	–	–	﹤0.01%	341
2024 Q4	$4.95K	Hold	100	–	–	﹤0.01%	305
2024 Q3	$4.52K	Hold	100	–	–	﹤0.01%	309
2024 Q2	$4.35K	Hold	100	–	–	﹤0.01%	286
2024 Q1	$3.94K	Hold	100	–	–	﹤0.01%	278
2023 Q4	$4.05K	Hold	100	–	–	﹤0.01%	286
2023 Q3	$3.95K	Hold	100	–	–	﹤0.01%	288
2023 Q2	$3.96K	Hold	100	–	–	﹤0.01%	194
2023 Q1	$3.41K	Hold	100	–	–	﹤0.01%	224
2022 Q4	$3K	Buy	+100	New	+$2.84K	﹤0.01%	177
2022 Q3	–	Sell	-100	Closed	-$3K	–	208
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	173
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	182
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	162
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	145
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	149
2021 Q1	$3K	Hold	100	–	–	﹤0.01%	139
2020 Q4	$3K	Buy	+100	New	+$2.38K	﹤0.01%	138

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

Iron Horse Wealth Management's HSBC Position: Q2 2025 in Review

Iron Horse Wealth Management held its HSBC (HSBC) position steady in Q2 2025 at 100 shares worth $6.08K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Iron Horse Wealth Management first reported a position in HSBC in Q4 2020 and has held it in 18 quarters since. 512 funds tracked by Wall St. Rank hold HSBC as of Q2 2025.

Iron Horse Wealth Management held 100 shares of HSBC worth $6.08K as of Q2 2025.
Iron Horse Wealth Management left its HSBC share count unchanged in Q2 2025.
HSBC made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #351 holding.
Iron Horse Wealth Management first reported a position in HSBC in Q4 2020 and has held it in 18 quarters since.
512 funds tracked by Wall St. Rank held HSBC as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.