BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Insperity NSP Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 Q3	–	Sell	-111	Closed	-$4.58K	–	2224
2026 Q2	$4.58K	Buy	111 +43	+63%	+$1.41K	﹤0.01%	1825
2026 Q1	$1.84K	Buy	+68	New	+$2.19K	﹤0.01%	2108
2025 Q4	–	Sell	-63	Closed	-$3.1K	–	2748
2025 Q3	$3.1K	Hold	63	–	–	﹤0.01%	1969
2025 Q2	$3.79K	Hold	63	–	–	﹤0.01%	1869
2025 Q1	$5.62K	Hold	63	–	–	﹤0.01%	1720
2024 Q4	$4.88K	Buy	63 +27	+75%	+$2.18K	﹤0.01%	1708
2024 Q3	$3.17K	Buy	+36	New	+$3.33K	﹤0.01%	1877

Other funds holding NSP

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s NSP Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Insperity (NSP) in Q3 2026, closing a stake of 111 shares — an estimated $4.58K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in NSP in Q3 2024 and held it in 7 quarters. The position peaked at $5.62K in Q1 2025. 234 funds tracked by Wall St. Rank hold NSP as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Insperity position as of Q3 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 111 Insperity shares in Q3 2026, an estimated $4.58K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Insperity in Q3 2024 and held it in 7 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Insperity position peaked at $5.62K in Q1 2025.
234 funds tracked by Wall St. Rank held Insperity as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.