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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Charles Schwab
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
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

Mount Yale Investment Advisors's NSP Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Insperity (NSP) in Q3 2025, closing a stake of 1,710 shares — an estimated $103K sold.

Mount Yale Investment Advisors first reported a position in NSP in Q2 2018 and held it in 7 quarters. The position peaked at $300K in Q2 2023. 277 funds tracked by Wall St. Rank hold NSP as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Insperity position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,710 Insperity shares in Q3 2025, an estimated $103K.
  • Mount Yale Investment Advisors first reported a position in Insperity in Q2 2018 and held it in 7 quarters.
  • Mount Yale Investment Advisors's Insperity position peaked at $300K in Q2 2023.
  • 277 funds tracked by Wall St. Rank held Insperity as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.