PWMG
NSP icon

Private Wealth Management Group’s Insperity NSP Stock Holding History

Private Wealth Management Group’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 – 1517
2025
Q4 		$775 Sell
20
-138
-87% -$5.51K ﹤0.01% 1315
2025
Q3 		$7.77K Buy
+158
New +$8.65K ﹤0.01% 612
2025
Q1 		– Sell
-22
Closed -$1.71K – 1556
2024
Q4 		$1.71K Sell
22
-39
-64% -$3.16K ﹤0.01% 1137
2024
Q3 		$5.37K Buy
61
+13
+27% +$1.2K ﹤0.01% 705
2024
Q2 		$4.38K Buy
48
+43
+860% +$4.36K ﹤0.01% 750
2024
Q1 		$549 Sell
5
-11
-69% -$1.17K ﹤0.01% 1428
2023
Q4 		$1.88K Buy
+16
New +$1.73K ﹤0.01% 1007

Other funds holding NSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Private Wealth Management Group's NSP Position: Q1 2026 in Review

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

Private Wealth Management Group first reported a position in NSP in Q4 2023 and held it in 7 quarters. The position peaked at $7.77K in Q3 2025. 254 funds tracked by Wall St. Rank hold NSP as of Q1 2026.

  • Private Wealth Management Group reported no remaining Insperity position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 20 Insperity shares in Q1 2026, an estimated $775.
  • Private Wealth Management Group first reported a position in Insperity in Q4 2023 and held it in 7 quarters.
  • Private Wealth Management Group's Insperity position peaked at $7.77K in Q3 2025.
  • 254 funds tracked by Wall St. Rank held Insperity as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.