HWM
FC icon

Hemington Wealth Management’s Franklin Covey FC Stock Holding History

Hemington Wealth Management’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$0 Sell
16
-8
-33% -$158 ﹤0.01% 1593
2025
Q2 		$0 Sell
24
-2
-8% -$44 ﹤0.01% 1570
2025
Q1 		$0 Hold
26
– – ﹤0.01% 1577
2024
Q4 		$0 Hold
26
– – ﹤0.01% 1615
2024
Q3 		$1K Buy
+26
New +$1.04K ﹤0.01% 1309

Other funds holding FC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Hemington Wealth Management reduced its Franklin Covey (FC) stake by 33% in Q3 2025, selling an estimated $158 and leaving 16 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Hemington Wealth Management first reported a position in FC in Q3 2024 and has held it in 5 quarters since. The position peaked at $1K in Q3 2024. 113 funds tracked by Wall St. Rank hold FC as of Q3 2025.

  • Hemington Wealth Management held 16 shares of Franklin Covey worth $0 as of Q3 2025.
  • Hemington Wealth Management sold 8 Franklin Covey shares in Q3 2025, an estimated $158.
  • Franklin Covey made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1593 holding.
  • Hemington Wealth Management first reported a position in Franklin Covey in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Franklin Covey position peaked at $1K in Q3 2024.
  • 113 funds tracked by Wall St. Rank held Franklin Covey as of Q3 2025.

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