HWM
AVDX

Hemington Wealth Management’s AvidXchange AVDX Stock Holding History

Hemington Wealth Management’s Portfolio AVDX Stock Details AVDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$0 Hold
2
– – ﹤0.01% 1529
2025
Q2 		$0 Hold
2
– – ﹤0.01% 1509
2025
Q1 		$0 Sell
2
-21
-91% -$194 ﹤0.01% 1511
2024
Q4 		$0 Buy
23
+22
+2,200% +$215 ﹤0.01% 1548
2024
Q3 		$0 Buy
+1
New +$9 ﹤0.01% 1490

Other funds holding AVDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hemington Wealth Management's AVDX Position: Q3 2025 in Review

Hemington Wealth Management held its AvidXchange (AVDX) position steady in Q3 2025 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Hemington Wealth Management first reported a position in AVDX in Q3 2024 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold AVDX as of Q3 2025.

  • Hemington Wealth Management held 2 shares of AvidXchange worth $0 as of Q3 2025.
  • Hemington Wealth Management left its AvidXchange share count unchanged in Q3 2025.
  • AvidXchange made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1529 holding.
  • Hemington Wealth Management first reported a position in AvidXchange in Q3 2024 and has held it in 5 quarters since.
  • 200 funds tracked by Wall St. Rank held AvidXchange as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.