Lido Advisors’s Insperity NSP Stock Holding History

Lido Advisors’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 Q1	$582K	Buy	21,520 +7,445	+53%	+$239K	﹤0.01%	1219
2025 Q4	$546K	Buy	14,075 +4,995	+55%	+$200K	﹤0.01%	1264
2025 Q3	$447K	Buy	+9,080	New	+$497K	﹤0.01%	1283

Other funds holding NSP

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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lido Advisors's NSP Position: Q1 2026 in Review

Lido Advisors increased its Insperity (NSP) stake by 53% in Q1 2026, buying an estimated $239K and bringing the position to 21,520 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Lido Advisors first reported a position in NSP in Q3 2025 and has held it in 3 quarters since. 254 funds tracked by Wall St. Rank hold NSP as of Q1 2026.

Lido Advisors held 21,520 shares of Insperity worth $582K as of Q1 2026.
Lido Advisors bought 7,445 Insperity shares in Q1 2026, an estimated $239K.
Insperity made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1219 holding.
Lido Advisors first reported a position in Insperity in Q3 2025 and has held it in 3 quarters since.
254 funds tracked by Wall St. Rank held Insperity as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.