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Hemington Wealth Management’s Workiva WK Stock Holding History

Hemington Wealth Management’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2K Buy
28
+7
+33% +$526 ﹤0.01% 1385
2025
Q2 		$1K Buy
21
+16
+320% +$1.1K ﹤0.01% 1476
2025
Q1 		$0 Buy
5
+4
+400% +$378 ﹤0.01% 1789
2024
Q4 		$0 Buy
+1
New +$92 ﹤0.01% 1817

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

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

Hemington Wealth Management increased its Workiva (WK) stake by 33% in Q3 2025, buying an estimated $526 and bringing the position to 28 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Hemington Wealth Management first reported a position in WK in Q4 2024 and has held it in 4 quarters since. 313 funds tracked by Wall St. Rank hold WK as of Q3 2025.

  • Hemington Wealth Management held 28 shares of Workiva worth $2K as of Q3 2025.
  • Hemington Wealth Management bought 7 Workiva shares in Q3 2025, an estimated $526.
  • Workiva made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1385 holding.
  • Hemington Wealth Management first reported a position in Workiva in Q4 2024 and has held it in 4 quarters since.
  • 313 funds tracked by Wall St. Rank held Workiva as of Q3 2025.

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