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McDonald Partners’s HSBC HSBC Stock Holding History

McDonald Partners’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
Q3 		– Sell
-18,334
Closed -$1.12M – 239
2025
Q2 		$1.12M Buy
18,334
+625
+4% +$35.6K 0.27% 107
2025
Q1 		$1.02M Sell
17,709
-1,010
-5% -$55.2K 0.27% 107
2024
Q4 		$926K Sell
18,719
-209
-1% -$9.7K 0.24% 114
2024
Q3 		$855K Sell
18,928
-1,798
-9% -$77.9K 0.21% 121
2024
Q2 		$902K Buy
20,726
+1,211
+6% +$52.1K 0.24% 109
2024
Q1 		$768K Hold
19,515
– – 0.21% 123
2023
Q4 		$791K Sell
19,515
-555
-3% -$21.5K 0.23% 114
2023
Q3 		$792K Buy
20,070
+205
+1% +$8.08K 0.26% 110
2023
Q2 		$787K Buy
19,865
+889
+5% +$33.2K 0.24% 116
2023
Q1 		$648K Sell
18,976
-505
-3% -$18.1K 0.21% 132
2022
Q4 		$607K Sell
19,481
-2,075
-10% -$58.9K 0.21% 132
2022
Q3 		$562K Buy
21,556
+176
+0.8% +$5.47K 0.21% 123
2022
Q2 		$698K Buy
21,380
+17
+0.1% +$551 0.18% 151
2022
Q1 		$731K Buy
+21,363
New +$737K 0.16% 163
2021
Q4 		– Sell
-7,838
Closed -$205K – 622
2021
Q3 		$205K Buy
7,838
+705
+10% +$19.2K 0.05% 282
2021
Q2 		$206K Buy
7,133
+244
+4% +$7.45K 0.05% 291
2021
Q1 		$201K Buy
+6,889
New +$197K 0.05% 280

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

McDonald Partners's HSBC Position: Q3 2025 in Review

McDonald Partners sold out of HSBC (HSBC) in Q3 2025, closing a stake of 18,334 shares — an estimated $1.12M sold.

McDonald Partners first reported a position in HSBC in Q1 2021 and held it in 17 quarters. The position peaked at $1.12M in Q2 2025. 554 funds tracked by Wall St. Rank hold HSBC as of Q3 2025.

  • McDonald Partners reported no remaining HSBC position as of Q3 2025 after selling out during the quarter.
  • McDonald Partners sold 18,334 HSBC shares in Q3 2025, an estimated $1.12M.
  • McDonald Partners first reported a position in HSBC in Q1 2021 and held it in 17 quarters.
  • McDonald Partners's HSBC position peaked at $1.12M in Q2 2025.
  • 554 funds tracked by Wall St. Rank held HSBC as of Q3 2025.

Based on McDonald Partners's 13F filing for Q3 2025, filed 12 Nov 2025.