HWM
BBU

Hemington Wealth Management’s Brookfield Business Partners BBU Stock Holding History

Hemington Wealth Management’s Portfolio BBU Stock Details BBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$9K Hold
277
– – ﹤0.01% 901
2025
Q2 		$7K Hold
277
– – ﹤0.01% 964
2025
Q1 		$6K Hold
277
– – ﹤0.01% 972
2024
Q4 		$6K Hold
277
– – ﹤0.01% 933
2024
Q3 		$6K Buy
+277
New +$5.65K ﹤0.01% 852

Other funds holding BBU

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
PIC
PCJ Investment Counsel Toronto, Ontario, Canada $352M AUM 68.32% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Hemington Wealth Management held its Brookfield Business Partners (BBU) position steady in Q3 2025 at 277 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Hemington Wealth Management first reported a position in BBU in Q3 2024 and has held it in 5 quarters since. 66 funds tracked by Wall St. Rank hold BBU as of Q3 2025.

  • Hemington Wealth Management held 277 shares of Brookfield Business Partners worth $9K as of Q3 2025.
  • Hemington Wealth Management left its Brookfield Business Partners share count unchanged in Q3 2025.
  • Brookfield Business Partners made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #901 holding.
  • Hemington Wealth Management first reported a position in Brookfield Business Partners in Q3 2024 and has held it in 5 quarters since.
  • 66 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q3 2025.

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