Mount Yale Investment Advisors’s Insperity NSP Stock Holding History

Mount Yale Investment 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 Q2	$227K	Buy	+5,502	New	+$180K	﹤0.01%	1096
2025 Q3	–	Sell	-1,710	Closed	-$103K	–	1277
2025 Q2	$103K	Buy	+1,710	New	+$119K	0.01%	653
2024 Q2	–	Sell	-1,835	Closed	-$201K	–	572
2024 Q1	$201K	Buy	+1,835	New	+$195K	0.02%	515
2023 Q4	–	Sell	-2,335	Closed	-$228K	–	531
2023 Q3	$228K	Sell	2,335 -188	-7%	-$19.7K	0.02%	451
2023 Q2	$300K	Buy	2,523 +869	+53%	+$103K	0.03%	391
2023 Q1	$201K	Buy	+1,654	New	+$193K	0.02%	463
2018 Q4	–	Sell	-105	Closed	-$12K	–	614
2018 Q3	$12K	Buy	105 +90	+600%	+$9.78K	﹤0.01%	840
2018 Q2	$1K	Buy	+15	New	+$1.29K	﹤0.01%	933

Other funds holding NSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mount Yale Investment Advisors's NSP Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Insperity (NSP) in Q2 2026: 5,502 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #1096 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in NSP as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in NSP in Q2 2018 and has held it in 8 quarters since. The position peaked at $300K in Q2 2023. 276 funds tracked by Wall St. Rank hold NSP as of Q2 2026.

Mount Yale Investment Advisors held 5,502 shares of Insperity worth $227K as of Q2 2026.
Insperity was a new Mount Yale Investment Advisors position in Q2 2026.
Insperity made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1096 holding.
Mount Yale Investment Advisors first reported a position in Insperity in Q2 2018 and has held it in 8 quarters since.
Mount Yale Investment Advisors's Insperity position peaked at $300K in Q2 2023.
276 funds tracked by Wall St. Rank held Insperity as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.