HWM
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Hemington Wealth Management’s Navient NAVI Stock Holding History

Hemington Wealth Management’s Portfolio NAVI Stock Details NAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$0 Hold
48
– – ﹤0.01% 1651
2025
Q2 		$0 Sell
48
-23
-32% -$296 ﹤0.01% 1647
2025
Q1 		$0 Buy
71
+5
+8% +$68 ﹤0.01% 1664
2024
Q4 		$0 Buy
66
+20
+43% +$299 ﹤0.01% 1694
2024
Q3 		$0 Buy
+46
New +$708 ﹤0.01% 1653

Other funds holding NAVI

SIM
Sherborne Investors Management New York $241M AUM 35.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Hemington Wealth Management held its Navient (NAVI) position steady in Q3 2025 at 48 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

Hemington Wealth Management first reported a position in NAVI in Q3 2024 and has held it in 5 quarters since. 238 funds tracked by Wall St. Rank hold NAVI as of Q3 2025.

  • Hemington Wealth Management held 48 shares of Navient worth $0 as of Q3 2025.
  • Hemington Wealth Management left its Navient share count unchanged in Q3 2025.
  • Navient made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1651 holding.
  • Hemington Wealth Management first reported a position in Navient in Q3 2024 and has held it in 5 quarters since.
  • 238 funds tracked by Wall St. Rank held Navient as of Q3 2025.

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