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Whipplewood Advisors’s HSBC HSBC Stock Holding History

Whipplewood Advisors’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 		$5.51K Sell
58
-441
-88% -$40.2K ﹤0.01% 308
2026
Q1 		$41.2K Buy
+499
New +$42.3K 0.02% 290
2025
Q3 		– Sell
-604
Closed -$36.7K – 704
2025
Q2 		$36.7K Buy
604
+21
+4% +$1.2K 0.02% 368
2025
Q1 		$34.7K Sell
583
-23
-4% -$1.26K 0.02% 365
2024
Q4 		$30K Buy
+606
New +$28.1K 0.02% 388

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

Whipplewood Advisors's HSBC Position: Q2 2026 in Review

Whipplewood Advisors reduced its HSBC (HSBC) stake by 88% in Q2 2026, selling an estimated $40.2K and leaving 58 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Whipplewood Advisors first reported a position in HSBC in Q4 2024 and has held it in 5 quarters since. The position peaked at $41.2K in Q1 2026. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Whipplewood Advisors held 58 shares of HSBC worth $5.51K as of Q2 2026.
  • Whipplewood Advisors sold 441 HSBC shares in Q2 2026, an estimated $40.2K.
  • HSBC made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #308 holding.
  • Whipplewood Advisors first reported a position in HSBC in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's HSBC position peaked at $41.2K in Q1 2026.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.