True Wealth Design’s HSBC HSBC Stock Holding History

True Wealth Design’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	$85.6K	Hold	900	–	–	0.02%	303
2026 Q1	$74.2K	Buy	900 +120	+15%	+$10.2K	0.02%	290
2025 Q4	$61.4K	Hold	780	–	–	0.02%	282
2025 Q3	$55.4K	Buy	+780	New	+$50.7K	0.02%	293

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

True Wealth Design's HSBC Position: Q2 2026 in Review

True Wealth Design held its HSBC (HSBC) position steady in Q2 2026 at 900 shares worth $85.6K. The position accounts for 0.02% of the portfolio, ranked #303.

True Wealth Design first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since. 707 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

True Wealth Design held 900 shares of HSBC worth $85.6K as of Q2 2026.
True Wealth Design left its HSBC share count unchanged in Q2 2026.
HSBC made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #303 holding.
True Wealth Design first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since.
707 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.