WAU
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Wellington-Altus USA’s HSBC HSBC Stock Holding History

Wellington-Altus USA’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 		$1.73K Hold
21
– – ﹤0.01% 636
2026
Q1 		$2K Sell
21
-127
-86% -$10.8K ﹤0.01% 665
2025
Q4 		$11.6K Buy
+148
New +$10.6K 0.01% 565

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wellington-Altus USA's HSBC Position: Q2 2026 in Review

Wellington-Altus USA held its HSBC (HSBC) position steady in Q2 2026 at 21 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Wellington-Altus USA first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.6K in Q4 2025. 712 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Wellington-Altus USA held 21 shares of HSBC worth $1.73K as of Q2 2026.
  • Wellington-Altus USA left its HSBC share count unchanged in Q2 2026.
  • HSBC made up ﹤0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #636 holding.
  • Wellington-Altus USA first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's HSBC position peaked at $11.6K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.