Sendero Wealth Management
NSIT icon

Sendero Wealth Management’s Insight Enterprises NSIT Stock Holding History

Sendero Wealth Management’s Portfolio NSIT Stock Details NSIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.83M Sell
11,712
-4,373
-27% -$619K 0.18% 88
2026
Q2 		$1.96M Buy
16,085
+3,647
+29% +$333K 0.2% 80
2026
Q1 		$833K Buy
12,438
+4,017
+48% +$328K 0.09% 122
2025
Q4 		$686K Hold
8,421
– – 0.08% 136
2025
Q3 		$955K Buy
8,421
+1,917
+29% +$249K 0.11% 104
2025
Q2 		$898K Buy
6,504
+729
+13% +$98.2K 0.11% 105
2025
Q1 		$866K Buy
5,775
+1,631
+39% +$263K 0.12% 101
2024
Q4 		$630K Hold
4,144
– – 0.09% 117
2024
Q3 		$893K Hold
4,144
– – 0.14% 89
2024
Q2 		$822K Hold
4,144
– – 0.14% 85
2024
Q1 		$769K Hold
4,144
– – 0.13% 94
2023
Q4 		$734K Buy
4,144
+425
+11% +$66.1K 0.14% 102
2023
Q3 		$541K Buy
3,719
+33
+0.9% +$4.92K 0.12% 106
2023
Q2 		$539K Sell
3,686
-488
-12% -$65.5K 0.12% 103
2023
Q1 		$597K Buy
4,174
+675
+19% +$84K 0.18% 66
2022
Q4 		$351K Buy
+3,499
New +$334K 0.12% 79

Other funds holding NSIT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Kestrel Investment Management
Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Raiffeisen Bank International
Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Sendero Wealth Management's NSIT Position: Q3 2026 in Review

Sendero Wealth Management reduced its Insight Enterprises (NSIT) stake by 27% in Q3 2026, selling an estimated $619K and leaving 11,712 shares worth $1.83M. The position accounts for 0.18% of the portfolio, ranked #88.

Sendero Wealth Management first reported a position in NSIT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.96M in Q2 2026. 162 funds tracked by Wall St. Rank hold NSIT as of Q3 2026.

  • Sendero Wealth Management held 11,712 shares of Insight Enterprises worth $1.83M as of Q3 2026.
  • Sendero Wealth Management sold 4,373 Insight Enterprises shares in Q3 2026, an estimated $619K.
  • Insight Enterprises made up 0.18% of Sendero Wealth Management's portfolio in Q3 2026, its #88 holding.
  • Sendero Wealth Management first reported a position in Insight Enterprises in Q4 2022 and has held it in 16 quarters since.
  • Sendero Wealth Management's Insight Enterprises position peaked at $1.96M in Q2 2026.
  • 162 funds tracked by Wall St. Rank held Insight Enterprises as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.