HWM
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Hemington Wealth Management’s Grocery Outlet GO Stock Holding History

Hemington Wealth Management’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$0 Sell
27
-22
-45% -$351 ﹤0.01% 1606
2025
Q2 		$0 Buy
49
+39
+390% +$554 ﹤0.01% 1585
2025
Q1 		$0 Sell
10
-4
-29% -$59 ﹤0.01% 1596
2024
Q4 		$0 Buy
14
+9
+180% +$157 ﹤0.01% 1633
2024
Q3 		$0 Buy
+5
New +$95 ﹤0.01% 1582

Other funds holding GO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Hemington Wealth Management reduced its Grocery Outlet (GO) stake by 45% in Q3 2025, selling an estimated $351 and leaving 27 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

Hemington Wealth Management first reported a position in GO in Q3 2024 and has held it in 5 quarters since. 246 funds tracked by Wall St. Rank hold GO as of Q3 2025.

  • Hemington Wealth Management held 27 shares of Grocery Outlet worth $0 as of Q3 2025.
  • Hemington Wealth Management sold 22 Grocery Outlet shares in Q3 2025, an estimated $351.
  • Grocery Outlet made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1606 holding.
  • Hemington Wealth Management first reported a position in Grocery Outlet in Q3 2024 and has held it in 5 quarters since.
  • 246 funds tracked by Wall St. Rank held Grocery Outlet as of Q3 2025.

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