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Legacy Wealth Asset Management’s Insperity NSP Stock Holding History

Legacy Wealth Asset Management’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 		$639K Sell
13,710
-3,112
-18% -$156K 0.14% 216
2026
Q2 		$695K Buy
16,822
+462
+3% +$15.1K 0.15% 205
2026
Q1 		$442K Buy
16,360
+4,301
+36% +$138K 0.11% 275
2025
Q4 		$467K Sell
12,059
-364
-3% -$14.5K 0.11% 269
2025
Q3 		$611K Buy
12,423
+767
+7% +$42K 0.15% 223
2025
Q2 		$701K Sell
11,656
-1,244
-10% -$86.9K 0.18% 167
2025
Q1 		$1.15M Buy
12,900
+1,318
+11% +$109K 0.32% 85
2024
Q4 		$898K Sell
11,582
-39
-0.3% -$3.16K 0.24% 108
2024
Q3 		$1.02M Buy
11,621
+1,529
+15% +$142K 0.27% 97
2024
Q2 		$920K Buy
10,092
+293
+3% +$29.7K 0.26% 101
2024
Q1 		$1.07M Buy
9,799
+9
+0.1% +$957 0.3% 90
2023
Q4 		$1.15M Sell
9,790
-183
-2% -$19.8K 0.38% 78
2023
Q3 		$973K Buy
9,973
+1,396
+16% +$146K 0.36% 89
2023
Q2 		$1.02M Buy
8,577
+3,546
+70% +$421K 0.36% 80
2023
Q1 		$612K Sell
5,031
-109
-2% -$12.7K 0.22% 152
2022
Q4 		$584K Buy
5,140
+904
+21% +$102K 0.22% 154
2022
Q3 		$432K Buy
4,236
+1,976
+87% +$212K 0.19% 189
2022
Q2 		$226K Buy
+2,260
New +$224K 0.09% 277

Other funds holding NSP

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Legacy Wealth Asset Management's NSP Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Insperity (NSP) stake by 18% in Q3 2026, selling an estimated $156K and leaving 13,710 shares worth $639K. The position accounts for 0.14% of the portfolio, ranked #216.

Legacy Wealth Asset Management first reported a position in NSP in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.15M in Q1 2025. 11 funds tracked by Wall St. Rank hold NSP as of Q3 2026.

  • Legacy Wealth Asset Management held 13,710 shares of Insperity worth $639K as of Q3 2026.
  • Legacy Wealth Asset Management sold 3,112 Insperity shares in Q3 2026, an estimated $156K.
  • Insperity made up 0.14% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #216 holding.
  • Legacy Wealth Asset Management first reported a position in Insperity in Q2 2022 and has held it in 18 quarters since.
  • Legacy Wealth Asset Management's Insperity position peaked at $1.15M in Q1 2025.
  • 11 funds tracked by Wall St. Rank held Insperity as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.