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Hemington Wealth Management’s Factset FDS Stock Holding History

Hemington Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$9K Sell
32
-26
-45% -$9.93K ﹤0.01% 915
2025
Q2 		$25K Buy
58
+5
+9% +$2.19K ﹤0.01% 542
2025
Q1 		$24K Buy
53
+9
+20% +$4.1K ﹤0.01% 525
2024
Q4 		$21K Buy
44
+6
+16% +$2.85K 0.01% 534
2024
Q3 		$17K Buy
+38
New +$16.1K ﹤0.01% 554

Other funds holding FDS

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Hemington Wealth Management reduced its Factset (FDS) stake by 45% in Q3 2025, selling an estimated $9.93K and leaving 32 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Hemington Wealth Management first reported a position in FDS in Q3 2024 and has held it in 5 quarters since. The position peaked at $25K in Q2 2025. 772 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

  • Hemington Wealth Management held 32 shares of Factset worth $9K as of Q3 2025.
  • Hemington Wealth Management sold 26 Factset shares in Q3 2025, an estimated $9.93K.
  • Factset made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #915 holding.
  • Hemington Wealth Management first reported a position in Factset in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Factset position peaked at $25K in Q2 2025.
  • 772 funds tracked by Wall St. Rank held Factset as of Q3 2025.

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