Icon Wealth Advisors »

HSBC Holdings shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in HSBC Holdings

Tip: Access up to 7 years of quarterly data

All positions including HSBC Holdings held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in HSBC Holdings by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $272k 3.5k 78.68
2025-09-30 $136k 1.9k 70.98

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Accenture Plc Ireland Shs Class A Stock (ACN)
Microsoft Corp Stock (MSFT)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares S&p 100 Etf Etf (OEF)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)
Amazon Stock (AMZN)

View all positions for Icon Wealth Advisors

Top funds holding HSBC Holdings

Fisher Investments
Dimensional Fund Advisors
Goldman Sachs Group
FMR
Northern Trust
Sanders Capital
BlackRock
Susquehanna International
ClearBridge Advisors
American Century Companies
Contrarian Capital Management
Citadel Advisors
Connor, Clark & Lunn Investment Management
UBS Group
Cookson, Peirce & Co

View all funds holding HSBC Holdings