HWM
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Hemington Wealth Management’s Cohen & Steers CNS Stock Holding History

Hemington Wealth Management’s Portfolio CNS Stock Details CNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1K Sell
23
-13
-36% -$953 ﹤0.01% 1413
2025
Q2 		$2K Sell
36
-2
-5% -$154 ﹤0.01% 1292
2025
Q1 		$3K Buy
38
+13
+52% +$1.11K ﹤0.01% 1174
2024
Q4 		$2K Buy
25
+7
+39% +$692 ﹤0.01% 1243
2024
Q3 		$1K Buy
+18
New +$1.53K ﹤0.01% 1287

Other funds holding CNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Hemington Wealth Management reduced its Cohen & Steers (CNS) stake by 36% in Q3 2025, selling an estimated $953 and leaving 23 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Hemington Wealth Management first reported a position in CNS in Q3 2024 and has held it in 5 quarters since. The position peaked at $3K in Q1 2025. 287 funds tracked by Wall St. Rank hold CNS as of Q3 2025.

  • Hemington Wealth Management held 23 shares of Cohen & Steers worth $1K as of Q3 2025.
  • Hemington Wealth Management sold 13 Cohen & Steers shares in Q3 2025, an estimated $953.
  • Cohen & Steers made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1413 holding.
  • Hemington Wealth Management first reported a position in Cohen & Steers in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Cohen & Steers position peaked at $3K in Q1 2025.
  • 287 funds tracked by Wall St. Rank held Cohen & Steers as of Q3 2025.

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