HM Payson & Co’s Wipro WIT Stock Holding History

HM Payson & Co’s Portfolio WIT Stock Details WIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$690K	Hold	325,376	–	–	0.01%	263
2025 Q4	$924K	Hold	325,376	–	–	0.01%	230
2025 Q3	$856K	Hold	325,376	–	–	0.01%	233
2025 Q2	$983K	Hold	325,376	–	–	0.02%	215
2025 Q1	$996K	Hold	325,376	–	–	0.02%	213
2024 Q4	$1.15M	Hold	325,376	–	–	0.02%	201
2024 Q3	$1.05M	Hold	325,376	–	–	0.02%	213
2024 Q2	$992K	Hold	325,376	–	–	0.02%	206
2024 Q1	$935K	Hold	325,376	–	–	0.02%	212
2023 Q4	$906K	Sell	325,376 -5,120	-2%	-$12.4K	0.02%	212
2023 Q3	$800K	Hold	330,496	–	–	0.02%	217
2023 Q2	$780K	Hold	330,496	–	–	0.02%	219
2023 Q1	$742K	Sell	330,496 -10,000	-3%	-$23.8K	0.02%	220
2022 Q4	$793K	Sell	340,496 -250,000	-42%	-$598K	0.02%	204
2022 Q3	$1.39M	Hold	590,496	–	–	0.04%	159
2022 Q2	$1.57M	Hold	590,496	–	–	0.04%	157
2022 Q1	$2.28M	Hold	590,496	–	–	0.05%	149
2021 Q4	$2.88M	Hold	590,496	–	–	0.06%	135
2021 Q3	$2.61M	Hold	590,496	–	–	0.06%	147
2021 Q2	$2.31M	Hold	590,496	–	–	0.06%	157
2021 Q1	$1.87M	Hold	590,496	–	–	0.05%	162
2020 Q4	$1.67M	Hold	590,496	–	–	0.05%	165
2020 Q3	$1.39M	Hold	590,496	–	–	0.04%	170
2020 Q2	$977K	Hold	590,496	–	–	0.03%	186
2020 Q1	$915K	Hold	590,496	–	–	0.04%	175
2019 Q4	$1.11M	Hold	590,496	–	–	0.04%	197
2019 Q3	$1.08M	Hold	590,496	–	–	0.04%	192
2019 Q2	$1.28M	Hold	590,496	–	–	0.05%	174
2019 Q1	$1.18M	Buy	+590,496	New	+$1.2M	0.04%	162
2018 Q4	–	Sell	-590,496	Closed	-$1.15M	–	331
2018 Q3	$1.15M	Hold	590,496	–	–	0.05%	168
2018 Q2	$1.06M	Hold	590,496	–	–	0.05%	177
2018 Q1	$1.14M	Hold	590,496	–	–	0.05%	170
2017 Q4	$1.21M	Hold	590,496	–	–	0.05%	176
2017 Q3	$1.26M	Hold	590,496	–	–	0.05%	171
2017 Q2	$1.15M	Hold	590,496	–	–	0.05%	174
2017 Q1	$1.13M	Hold	590,496	–	–	0.05%	174
2016 Q4	$1.07M	Hold	590,496	–	–	0.05%	179
2016 Q3	$1.07M	Hold	590,496	–	–	0.05%	174
2016 Q2	$1.37M	Hold	590,496	–	–	0.07%	154
2016 Q1	$1.39M	Hold	590,496	–	–	0.07%	153
2015 Q4	$1.28M	Hold	590,496	–	–	0.07%	159
2015 Q3	$1.36M	Hold	590,496	–	–	0.07%	154
2015 Q2	$1.32M	Hold	590,496	–	–	0.07%	166
2015 Q1	$1.48M	Hold	590,496	–	–	0.07%	156
2014 Q4	$1.25M	Hold	590,496	–	–	0.06%	161
2014 Q3	$1.35M	Hold	590,496	–	–	0.07%	154
2014 Q2	$1.32M	Hold	590,496	–	–	0.07%	154
2014 Q1	$1.48M	Hold	590,496	–	–	0.08%	146
2013 Q4	$1.39M	Hold	590,496	–	–	0.07%	148
2013 Q3	$1.14M	Hold	590,496	–	–	0.07%	154
2013 Q2	$806K	Buy	+590,496	New	+$876K	0.05%	171

Other funds holding WIT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Defiance ETFs New York $6.95B AUM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Avantyr Capital Partners New York $2.08B AUM

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return