BBPWM
HERE

Blue Bell Private Wealth Management’s Here Group Ltd HERE Stock Holding History

Blue Bell Private Wealth Management’s Portfolio HERE Stock Details HERE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-139
Closed -$1.25K – 753
2025
Q3 		$1.25K Hold
139
– – ﹤0.01% 668
2025
Q2 		$1.31K Buy
+139
New +$968 ﹤0.01% 659

Other funds holding HERE

NCM
Notable Capital Management Menlo Park, California $53.4M AUM 10.98% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Blue Bell Private Wealth Management's HERE Position: Q4 2025 in Review

Blue Bell Private Wealth Management sold out of Here Group Ltd (HERE) in Q4 2025, closing a stake of 139 shares — an estimated $1.25K sold.

Blue Bell Private Wealth Management first reported a position in HERE in Q2 2025 and held it in 2 quarters. The position peaked at $1.31K in Q2 2025. 23 funds tracked by Wall St. Rank hold HERE as of Q4 2025.

  • Blue Bell Private Wealth Management reported no remaining Here Group Ltd position as of Q4 2025 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 139 Here Group Ltd shares in Q4 2025, an estimated $1.25K.
  • Blue Bell Private Wealth Management first reported a position in Here Group Ltd in Q2 2025 and held it in 2 quarters.
  • Blue Bell Private Wealth Management's Here Group Ltd position peaked at $1.31K in Q2 2025.
  • 23 funds tracked by Wall St. Rank held Here Group Ltd as of Q4 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.