HWM
DNB

Hemington Wealth Management’s Dun & Bradstreet DNB Stock Holding History

Hemington Wealth Management’s Portfolio DNB Stock Details DNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-119
Closed -$1K – 1579
2025
Q2 		$1K Sell
119
-89
-43% -$797 ﹤0.01% 1396
2025
Q1 		$1K Sell
208
-52
-20% -$532 ﹤0.01% 1382
2024
Q4 		$3K Buy
260
+111
+74% +$1.33K ﹤0.01% 1155
2024
Q3 		$1K Buy
+149
New +$1.65K ﹤0.01% 1303

Other funds holding DNB

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Hemington Wealth Management sold out of Dun & Bradstreet (DNB) in Q3 2025, closing a stake of 119 shares — an estimated $1K sold.

Hemington Wealth Management first reported a position in DNB in Q3 2024 and held it in 4 quarters. The position peaked at $3K in Q4 2024. 2 funds tracked by Wall St. Rank hold DNB as of Q3 2025.

  • Hemington Wealth Management reported no remaining Dun & Bradstreet position as of Q3 2025 after selling out during the quarter.
  • Hemington Wealth Management sold 119 Dun & Bradstreet shares in Q3 2025, an estimated $1K.
  • Hemington Wealth Management first reported a position in Dun & Bradstreet in Q3 2024 and held it in 4 quarters.
  • Hemington Wealth Management's Dun & Bradstreet position peaked at $3K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q3 2025.

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