Rise Advisors’s Insperity NSP Stock Holding History

Rise 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 Q4	–	Sell	-174	Closed	-$8.55K	–	992
2025 Q3	$8.55K	Buy	174 +2	+1%	+$110	﹤0.01%	1062
2025 Q2	$10.3K	Buy	172 +2	+1%	+$140	﹤0.01%	979
2025 Q1	$15.2K	Sell	170 -19	-10%	-$1.58K	0.01%	676
2024 Q4	$14.6K	Buy	189 +2	+1%	+$162	0.01%	837
2024 Q3	$16.5K	Buy	187 +1	+0.5%	+$93	0.01%	815
2024 Q2	$17K	Buy	186 +1	+0.5%	+$101	0.01%	741
2024 Q1	$20.3K	Buy	+185	New	+$19.7K	0.01%	641

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

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

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

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

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

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

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

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

Rise Advisors's NSP Position: Q4 2025 in Review

Rise Advisors sold out of Insperity (NSP) in Q4 2025, closing a stake of 174 shares — an estimated $8.55K sold.

Rise Advisors first reported a position in NSP in Q1 2024 and held it in 7 quarters. The position peaked at $20.3K in Q1 2024. 267 funds tracked by Wall St. Rank hold NSP as of Q4 2025.

Rise Advisors reported no remaining Insperity position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 174 Insperity shares in Q4 2025, an estimated $8.55K.
Rise Advisors first reported a position in Insperity in Q1 2024 and held it in 7 quarters.
Rise Advisors's Insperity position peaked at $20.3K in Q1 2024.
267 funds tracked by Wall St. Rank held Insperity as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.