Root Financial Partners’s Insperity NSP Stock Holding History

Root Financial Partners’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	–	Sell	-34	Closed	-$919	–	2222
2026 Q1	$919	Buy	34 +30	+750%	+$965	﹤0.01%	2643
2025 Q4	$155	Sell	4 -7	-64%	-$280	﹤0.01%	2306
2025 Q3	$541	Buy	+11	New	+$602	﹤0.01%	2142

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 $3.37T AUM 44.26% 1-Year Est. Return

Root Financial Partners's NSP Position: Q2 2026 in Review

Root Financial Partners sold out of Insperity (NSP) in Q2 2026, closing a stake of 34 shares — an estimated $919 sold.

Root Financial Partners first reported a position in NSP in Q3 2025 and held it in 3 quarters. The position peaked at $919 in Q1 2026. 276 funds tracked by Wall St. Rank hold NSP as of Q2 2026.

Root Financial Partners reported no remaining Insperity position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 34 Insperity shares in Q2 2026, an estimated $919.
Root Financial Partners first reported a position in Insperity in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Insperity position peaked at $919 in Q1 2026.
276 funds tracked by Wall St. Rank held Insperity as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.