MWPCG
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Measured Wealth Private Client Group’s HSBC HSBC Stock Holding History

Measured Wealth Private Client Group’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
2026
Q1 		$30.4K Hold
369
– – 0.01% 374
2025
Q4 		$29K Hold
369
– – 0.01% 400
2025
Q3 		$26.2K Buy
+369
New +$24K 0.01% 419
2024
Q2 		– Sell
-6,724
Closed -$265K – 200
2024
Q1 		$265K Buy
6,724
+429
+7% +$16.7K 0.09% 161
2023
Q4 		$255K Buy
+6,295
New +$244K 0.09% 158
2018
Q4 		– Sell
-966
Closed -$40K – 371
2018
Q3 		$40K Buy
+966
New +$41.9K 0.02% 401

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 $761B 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 $5.7T 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