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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
Q2 		– Sell
-369
Closed -$30.4K – 738
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 $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Measured Wealth Private Client Group's HSBC Position: Q2 2026 in Review

Measured Wealth Private Client Group sold out of HSBC (HSBC) in Q2 2026, closing a stake of 369 shares — an estimated $30.4K sold.

Measured Wealth Private Client Group first reported a position in HSBC in Q3 2018 and held it in 6 quarters. The position peaked at $265K in Q1 2024. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Measured Wealth Private Client Group reported no remaining HSBC position as of Q2 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 369 HSBC shares in Q2 2026, an estimated $30.4K.
  • Measured Wealth Private Client Group first reported a position in HSBC in Q3 2018 and held it in 6 quarters.
  • Measured Wealth Private Client Group's HSBC position peaked at $265K in Q1 2024.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.