How many shares of HSBC does ENVESTNET ASSET MANAGEMENT INC own?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 439,037 shares of HSBC (HSBC HLDGS PLC).

What is ENVESTNET ASSET MANAGEMENT INC's HSBC position worth?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's HSBC position is worth $41.7M.

Is ENVESTNET ASSET MANAGEMENT INC buying or selling HSBC?

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC decreased their HSBC position (-6.4% change in shares).

When did ENVESTNET ASSET MANAGEMENT INC first buy HSBC?

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in HSBC in 2018-Q4. They have held the position across 31 quarters.

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ENVESTNET ASSET MANAGEMENT INC

HSBC
31 quarters

Position history for ENVESTNET ASSET MANAGEMENT INC's holdings in HSBC HLDGS PLC

Current Value

$41.7M

Current Shares

439,037

Total Value Change

+$15.4M

Total Shares Change

-202,306

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	439,037	-6.4%	$41.7M	0.0%	$94.63	0
2026-Q1	Increased	469,123	+34.4%	$38.7M	0.0%	$81.64	37
2025-Q4	Increased	348,992	+56.6%	$27.5M	0.0%	$75.73	41
2025-Q3	Increased	222,916	+141.1%	$15.8M	0.0%	$67.85	45
2025-Q2	Increased	92,476	+10.3%	$5.6M	0.0%	$57.67	30
2025-Q1	Decreased	83,815	-56.6%	$4.8M	0.0%	$54.00	0
2024-Q4	Decreased	193,118	-35.3%	$9.6M	0.0%	$45.10	0
2024-Q3	Decreased	298,584	-30.8%	$13.5M	0.0%	$40.77	0
2024-Q2	Decreased	431,427	-14.6%	$18.8M	0.0%	$38.79	0
2024-Q1	Decreased	505,137	-21.9%	$19.9M	0.0%	$33.90	0
2023-Q4	Increased	647,190	+5.1%	$26.2M	0.0%	$33.54	30
2023-Q3	Increased	615,582	+8.2%	$24.3M	0.0%	$32.21	31
2023-Q2	Increased	568,929	+61.4%	$22.5M	0.0%	$31.94	41
2023-Q1	Decreased	352,419	-18.6%	$12M	0.0%	$27.16	0
2022-Q4	Decreased	432,805	-7.8%	$13.5M	0.0%	$24.05	0
2022-Q3	Increased	469,434	+118.8%	$12.2M	0.0%	$20.12	45
2022-Q2	Increased	214,593	+17.4%	$7M	0.0%	$24.87	32
2022-Q1	Increased	182,734	+141.2%	$6.3M	0.0%	$26.05	44
2021-Q4	Increased	75,755	+23.5%	$2.3M	0.0%	$22.31	32
2021-Q3	Increased	61,331	+29.4%	$1.6M	0.0%	$19.35	32
2021-Q2	Increased	47,416	+38.3%	$1.4M	0.0%	$21.08	33
2021-Q1	Increased	34,278	+23.7%	$999,000	0.0%	$21.29	30
2020-Q4	Decreased	27,705	-70.5%	$718,000	0.0%	$18.47	0
2020-Q3	Increased	94,019	+326.7%	$1.8M	0.0%	$13.96	42
2020-Q2	Decreased	22,035	-95.3%	$514,000	0.0%	$16.64	0
2020-Q1	Decreased	470,899	-29.0%	$13.2M	0.0%	$19.97	0
2019-Q4	Increased	663,465	+0.1%	$25.9M	0.0%	$27.05	29
2019-Q3	Decreased	662,567	-17.1%	$25.4M	0.0%	$26.13	0
2019-Q2	Increased	798,870	+11.2%	$33.3M	0.0%	$28.10	32
2019-Q1	Increased	718,428	+12.0%	$29.2M	0.0%	$27.00	32
2018-Q4	New	641,343	-	$26.4M	0.0%	$26.67	40

Other major holders of HSBC: Fisher Asset Management, LLC

HSBC31 quarters

HSBC
31 quarters