Physician Wealth Advisors’s Insperity NSP Stock Holding History

Physician Wealth 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 Q1	–	Sell	-20	Closed	-$775	–	2185
2025 Q4	$775	Sell	20 -4	-17%	-$160	﹤0.01%	1714
2025 Q3	$1.18K	Buy	24 +13	+118%	+$712	﹤0.01%	1477
2025 Q2	$662	Buy	+11	New	+$769	﹤0.01%	1631
2025 Q1	–	Sell	-9	Closed	-$698	–	1500
2024 Q4	$698	Buy	+9	New	+$728	﹤0.01%	1039

Other funds holding NSP

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

HRCM

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

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

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

Physician Wealth Advisors's NSP Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Insperity (NSP) in Q1 2026, closing a stake of 20 shares — an estimated $775 sold.

Physician Wealth Advisors first reported a position in NSP in Q4 2024 and held it in 4 quarters. The position peaked at $1.18K in Q3 2025. 254 funds tracked by Wall St. Rank hold NSP as of Q1 2026.

Physician Wealth Advisors reported no remaining Insperity position as of Q1 2026 after selling out during the quarter.
Physician Wealth Advisors sold 20 Insperity shares in Q1 2026, an estimated $775.
Physician Wealth Advisors first reported a position in Insperity in Q4 2024 and held it in 4 quarters.
Physician Wealth Advisors's Insperity position peaked at $1.18K in Q3 2025.
254 funds tracked by Wall St. Rank held Insperity as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.