HWM
PII icon

Hemington Wealth Management’s Polaris PII Stock Holding History

Hemington Wealth Management’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1K Buy
24
+3
+14% +$162 ﹤0.01% 1473
2025
Q2 		$0 Sell
21
-5
-19% -$188 ﹤0.01% 1669
2025
Q1 		$1K Sell
26
-5
-16% -$238 ﹤0.01% 1433
2024
Q4 		$1K Hold
31
– – ﹤0.01% 1455
2024
Q3 		$2K Buy
+31
New +$2.52K ﹤0.01% 1226

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Hemington Wealth Management increased its Polaris (PII) stake by 14% in Q3 2025, buying an estimated $162 and bringing the position to 24 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Hemington Wealth Management first reported a position in PII in Q3 2024 and has held it in 5 quarters since. The position peaked at $2K in Q3 2024. 427 funds tracked by Wall St. Rank hold PII as of Q3 2025.

  • Hemington Wealth Management held 24 shares of Polaris worth $1K as of Q3 2025.
  • Hemington Wealth Management bought 3 Polaris shares in Q3 2025, an estimated $162.
  • Polaris made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1473 holding.
  • Hemington Wealth Management first reported a position in Polaris in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Polaris position peaked at $2K in Q3 2024.
  • 427 funds tracked by Wall St. Rank held Polaris as of Q3 2025.

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