SWM
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SHP Wealth Management’s HSBC HSBC Stock Holding History

SHP Wealth Management’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.2K Buy
412
+100
+32% +$9.13K ﹤0.01% 604
2026
Q1 		$25.7K Sell
312
-222
-42% -$18.8K ﹤0.01% 662
2025
Q4 		$42K Buy
+534
New +$38.2K ﹤0.01% 516

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

SHP Wealth Management's HSBC Position: Q2 2026 in Review

SHP Wealth Management increased its HSBC (HSBC) stake by 32% in Q2 2026, buying an estimated $9.13K and bringing the position to 412 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

SHP Wealth Management first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since. The position peaked at $42K in Q4 2025. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • SHP Wealth Management held 412 shares of HSBC worth $39.2K as of Q2 2026.
  • SHP Wealth Management bought 100 HSBC shares in Q2 2026, an estimated $9.13K.
  • HSBC made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #604 holding.
  • SHP Wealth Management first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's HSBC position peaked at $42K in Q4 2025.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.