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Wealthspire Advisors (New York)’s Insperity NSP Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-39
Closed -$1.92K – 2243
2025
Q3 		$1.92K Buy
+39
New +$2.13K ﹤0.01% 2620

Other funds holding NSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s NSP Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Insperity (NSP) in Q4 2025, closing a stake of 39 shares — an estimated $1.92K sold.

Wealthspire Advisors (New York) first reported a position in NSP in Q3 2025 and held it in 1 quarter. The position peaked at $1.92K in Q3 2025. 267 funds tracked by Wall St. Rank hold NSP as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Insperity position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 39 Insperity shares in Q4 2025, an estimated $1.92K.
  • Wealthspire Advisors (New York) first reported a position in Insperity in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Insperity position peaked at $1.92K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Insperity as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.