HWM
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Hemington Wealth Management’s ePlus PLUS Stock Holding History

Hemington Wealth Management’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$0 Sell
4
-1
-20% -$71 ﹤0.01% 1678
2025
Q2 		$0 Buy
5
+3
+150% +$197 ﹤0.01% 1673
2025
Q1 		$0 Sell
2
-1
-33% -$71 ﹤0.01% 1695
2024
Q4 		$0 Buy
3
+2
+200% +$175 ﹤0.01% 1729
2024
Q3 		$0 Buy
+1
New +$88 ﹤0.01% 1687

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Hemington Wealth Management reduced its ePlus (PLUS) stake by 20% in Q3 2025, selling an estimated $71 and leaving 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

Hemington Wealth Management first reported a position in PLUS in Q3 2024 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold PLUS as of Q3 2025.

  • Hemington Wealth Management held 4 shares of ePlus worth $0 as of Q3 2025.
  • Hemington Wealth Management sold 1 ePlus share in Q3 2025, an estimated $71.
  • ePlus made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1678 holding.
  • Hemington Wealth Management first reported a position in ePlus in Q3 2024 and has held it in 5 quarters since.
  • 263 funds tracked by Wall St. Rank held ePlus as of Q3 2025.

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