HWM
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Hemington Wealth Management’s Broadridge BR Stock Holding History

Hemington Wealth Management’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$36K Buy
154
+14
+10% +$3.49K ﹤0.01% 443
2025
Q2 		$34K Buy
140
+12
+9% +$2.85K ﹤0.01% 430
2025
Q1 		$31K Buy
128
+20
+19% +$4.71K ﹤0.01% 439
2024
Q4 		$24K Buy
108
+26
+32% +$5.82K 0.01% 497
2024
Q3 		$17K Buy
+82
New +$17.2K ﹤0.01% 547

Other funds holding BR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

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

Hemington Wealth Management increased its Broadridge (BR) stake by 10% in Q3 2025, buying an estimated $3.49K and bringing the position to 154 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Hemington Wealth Management first reported a position in BR in Q3 2024 and has held it in 5 quarters since. 1,103 funds tracked by Wall St. Rank hold BR as of Q3 2025.

  • Hemington Wealth Management held 154 shares of Broadridge worth $36K as of Q3 2025.
  • Hemington Wealth Management bought 14 Broadridge shares in Q3 2025, an estimated $3.49K.
  • Broadridge made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #443 holding.
  • Hemington Wealth Management first reported a position in Broadridge in Q3 2024 and has held it in 5 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

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