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HSBC Holdings shares owned by Partners Wealth Management

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

Historical chart of Partners Wealth Management investment in HSBC Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in HSBC Holdings by Partners Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $255k 3.6k 70.98

More positions owned by Partners Wealth Management

Starboard Invt Tr Adaptive Alpha (AGOX)
Apple (AAPL)
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Microsoft Corporation (MSFT)
Starboard Invt Tr Rh Tactical Rot (RHRX)
Ishares Tr S&p 500 Val Etf (IVE)
Strategy Cl A New (MSTR)
Eli Lilly & Co. (LLY)
At&t (T)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Partners Wealth Management

Top funds holding HSBC Holdings

Fisher Investments
Dimensional Fund Advisors
Morgan Stanley
Goldman Sachs Group
FMR
Northern Trust
Sanders Capital
BlackRock
Susquehanna International
American Century Companies
Citadel Advisors
Contrarian Capital Management
Royal Bank of Canada
ClearBridge Advisors
Cookson, Peirce & Co

View all funds holding HSBC Holdings