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Twin Peaks Wealth Advisors’s Insperity NSP Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-37
Closed -$1K – 1520
2026
Q1 		$1K Buy
+37
New +$1.19K ﹤0.01% 1901
2025
Q3 		– Sell
-2
Closed -$100 – 1441
2025
Q2 		$100 Buy
+2
New +$140 ﹤0.01% 2115

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

Twin Peaks Wealth Advisors's NSP Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Insperity (NSP) in Q2 2026, closing a stake of 37 shares — an estimated $1K sold.

Twin Peaks Wealth Advisors first reported a position in NSP in Q2 2025 and held it in 2 quarters. The position peaked at $1K in Q1 2026. 276 funds tracked by Wall St. Rank hold NSP as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Insperity position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 37 Insperity shares in Q2 2026, an estimated $1K.
  • Twin Peaks Wealth Advisors first reported a position in Insperity in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Insperity position peaked at $1K in Q1 2026.
  • 276 funds tracked by Wall St. Rank held Insperity as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.