HB Wealth Management’s Wipro WIT Stock Holding History

HB Wealth Management’s Portfolio WIT Stock Details WIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$96.1K	Sell	45,321 -7,778	-15%	-$18.9K	﹤0.01%	1504
2025 Q4	$151K	Buy	53,099 +23,454	+79%	+$64K	﹤0.01%	1353
2025 Q3	$78K	Sell	29,645 -24,088	-45%	-$67.8K	﹤0.01%	1313
2025 Q2	$162K	Buy	53,733 +5,856	+12%	+$17K	﹤0.01%	1120
2025 Q1	$147K	Buy	47,877 +12,321	+35%	+$42K	﹤0.01%	1161
2024 Q4	$126K	Hold	35,556	–	–	﹤0.01%	1015
2024 Q3	$115K	Sell	35,556 -7,780	-18%	-$24.4K	﹤0.01%	921
2024 Q2	$132K	Buy	43,336 +264	+0.6%	+$727	﹤0.01%	870
2024 Q1	$124K	Buy	43,072 +5,444	+14%	+$16.1K	﹤0.01%	816
2023 Q4	$105K	Buy	37,628 +4,604	+14%	+$11.2K	﹤0.01%	765
2023 Q3	$79.9K	Hold	33,024	–	–	﹤0.01%	744
2023 Q2	$77.9K	Buy	33,024 +5,246	+19%	+$12.2K	﹤0.01%	708
2023 Q1	$62.4K	Buy	27,778 +872	+3%	+$2.07K	﹤0.01%	700
2022 Q4	$62.7K	Buy	26,906 +6,124	+29%	+$14.6K	﹤0.01%	672
2022 Q3	$49K	Buy	+20,782	New	+$53.8K	﹤0.01%	569

Other funds holding WIT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Defiance ETFs New York $6.95B AUM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Avantyr Capital Partners New York $2.08B AUM

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return