HWM
V icon

Hemington Wealth Management’s Visa V Stock Holding History

Hemington Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$905K Buy
2,652
+191
+8% +$66.1K 0.12% 58
2025
Q2 		$873K Buy
2,461
+36
+1% +$12.5K 0.13% 56
2025
Q1 		$849K Buy
2,425
+173
+8% +$58.5K 0.13% 56
2024
Q4 		$711K Buy
2,252
+119
+6% +$35.8K 0.18% 59
2024
Q3 		$618K Buy
2,133
+109
+5% +$29.5K 0.17% 61
2024
Q2 		$531K Buy
2,024
+59
+3% +$16.2K 0.18% 64
2024
Q1 		$549K Sell
1,965
-533
-21% -$147K 0.2% 63
2023
Q4 		$650K Buy
2,498
+327
+15% +$80.6K 0.25% 53
2023
Q3 		$499K Sell
2,171
-166
-7% -$39.9K 0.24% 51
2023
Q2 		$554K Sell
2,337
-108
-4% -$24.7K 0.22% 51
2023
Q1 		$551K Buy
2,445
+27
+1% +$6.01K 0.22% 49
2022
Q4 		$502K Sell
2,418
-42
-2% -$8.47K 0.22% 49
2022
Q3 		$437K Sell
2,460
-39
-2% -$7.94K 0.19% 53
2022
Q2 		$492K Buy
2,499
+89
+4% +$18.4K 0.2% 58
2022
Q1 		$534K Buy
2,410
+297
+14% +$64.2K 0.18% 65
2021
Q4 		$462K Buy
2,113
+89
+4% +$19.1K 0.21% 51
2021
Q3 		$451K Buy
2,024
+36
+2% +$8.44K 0.17% 62
2021
Q2 		$465K Buy
1,988
+80
+4% +$18.3K 0.2% 57
2021
Q1 		$404K Sell
1,908
-205
-10% -$43.2K 0.17% 60
2020
Q4 		$462K Buy
+2,113
New +$432K 0.21% 51

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return