RAFFA WEALTH MANAGEMENT, LLC’s Insperity NSP Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2025 Q3	–	Sell	-97	Closed	-$5.83K	–	1206
2025 Q2	$5.83K	Buy	+97	New	+$6.78K	﹤0.01%	479
2017 Q1	–	Sell	-18	Closed	-$639	–	696
2016 Q4	$639	Hold	18	–	–	﹤0.01%	638
2016 Q3	$654	Hold	18	–	–	﹤0.01%	595
2016 Q2	$695	Sell	18 -14	-44%	-$453	﹤0.01%	523
2016 Q1	$828	Hold	32	–	–	﹤0.01%	461
2015 Q4	$770	Hold	32	–	–	﹤0.01%	484
2015 Q3	$703	Hold	32	–	–	﹤0.01%	510
2015 Q2	$814	Hold	32	–	–	﹤0.01%	451
2015 Q1	$837	Hold	32	–	–	﹤0.01%	444
2014 Q4	$542	Hold	32	–	–	﹤0.01%	639
2014 Q3	$437	Buy	+32	New	+$487	﹤0.01%	717
2014 Q1	–	Sell	-32	Closed	-$542	–	580
2013 Q4	$542	Buy	+32	New	+$574	﹤0.01%	639

Other funds holding NSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's NSP Position: Q3 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Insperity (NSP) in Q3 2025, closing a stake of 97 shares — an estimated $5.83K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in NSP in Q4 2013 and held it in 12 quarters. The position peaked at $5.83K in Q2 2025. 277 funds tracked by Wall St. Rank hold NSP as of Q3 2025.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Insperity position as of Q3 2025 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 97 Insperity shares in Q3 2025, an estimated $5.83K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Insperity in Q4 2013 and held it in 12 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Insperity position peaked at $5.83K in Q2 2025.
277 funds tracked by Wall St. Rank held Insperity as of Q3 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2025, filed 27 Jul 2026.