Moisand Fitzgerald Tamayo’s Insperity NSP Stock Holding History

Moisand Fitzgerald Tamayo’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
2025 Q3	–	Sell	-16	Closed	-$962	–	592
2025 Q2	$962	Hold	16	–	–	﹤0.01%	542
2025 Q1	$1.43K	Hold	16	–	–	﹤0.01%	522
2024 Q4	$1.24K	Hold	16	–	–	﹤0.01%	548
2024 Q3	$1.41K	Hold	16	–	–	﹤0.01%	547
2024 Q2	$1.46K	Hold	16	–	–	﹤0.01%	523
2024 Q1	$1.75K	Hold	16	–	–	﹤0.01%	498
2023 Q4	$1.88K	Hold	16	–	–	﹤0.01%	552
2023 Q3	$1.56K	Hold	16	–	–	﹤0.01%	597
2023 Q2	$1.9K	Hold	16	–	–	﹤0.01%	555
2023 Q1	$1.95K	Hold	16	–	–	﹤0.01%	565
2022 Q4	$1.82K	Hold	16	–	–	﹤0.01%	577
2022 Q3	$2K	Buy	16 +6	+60%	+$644	﹤0.01%	524
2022 Q2	$1K	Sell	10 -10	-50%	-$991	﹤0.01%	537
2022 Q1	$2K	Buy	+20	New	+$1.99K	﹤0.01%	392

Other funds holding NSP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

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

EARNEST Partners

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return