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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
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 $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SHP Wealth Management's HSBC Position: Q1 2026 in Review

SHP Wealth Management reduced its HSBC (HSBC) stake by 42% in Q1 2026, selling an estimated $18.8K and leaving 312 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

SHP Wealth Management first reported a position in HSBC in Q4 2025 and has held it in 2 quarters since. The position peaked at $42K in Q4 2025. 642 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • SHP Wealth Management held 312 shares of HSBC worth $25.7K as of Q1 2026.
  • SHP Wealth Management sold 222 HSBC shares in Q1 2026, an estimated $18.8K.
  • HSBC made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #662 holding.
  • SHP Wealth Management first reported a position in HSBC in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's HSBC position peaked at $42K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.