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True Wealth Design’s Insperity NSP Stock Holding History

True Wealth Design’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 		$15K Buy
362
+260
+255% +$8.52K ﹤0.01% 931
2026
Q1 		$2.76K Sell
102
-79
-44% -$2.54K ﹤0.01% 1414
2025
Q4 		$7.01K Buy
181
+30
+20% +$1.2K ﹤0.01% 969
2025
Q3 		$7.43K Buy
151
+84
+125% +$4.6K ﹤0.01% 942
2025
Q2 		$4.03K Sell
67
-25
-27% -$1.75K ﹤0.01% 893
2025
Q1 		$8.21K Buy
+92
New +$7.64K ﹤0.01% 536

Other funds holding NSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

True Wealth Design increased its Insperity (NSP) stake by 255% in Q2 2026, buying an estimated $8.52K and bringing the position to 362 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

True Wealth Design first reported a position in NSP in Q1 2025 and has held it in 6 quarters since. 276 funds tracked by Wall St. Rank hold NSP as of Q2 2026.

  • True Wealth Design held 362 shares of Insperity worth $15K as of Q2 2026.
  • True Wealth Design bought 260 Insperity shares in Q2 2026, an estimated $8.52K.
  • Insperity made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #931 holding.
  • True Wealth Design first reported a position in Insperity in Q1 2025 and has held it in 6 quarters since.
  • 276 funds tracked by Wall St. Rank held Insperity as of Q2 2026.

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