Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
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WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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NWAG
Net Worth Advisory Group’s
Hennessy Advisors
HNNA
Stock Holding History
Net Worth Advisory Group’s Portfolio
HNNA Stock Details
HNNA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q2
$124K
Sell
12,173
-687
-5%
-$6.85K
0.03%
405
2026
Q1
$125K
Sell
12,860
-508
-4%
-$5.06K
0.03%
429
2025
Q4
$128K
Sell
13,368
-15
-0.1%
-$149
0.03%
435
2025
Q3
$140K
Sell
13,383
-530
-4%
-$6.26K
0.04%
395
2025
Q2
$175K
Buy
+13,913
New
+$149K
0.04%
410
Other funds holding HNNA
MPWT
MassMutual Private Wealth & Trust
Windsor, Connecticut
$3.87B AUM
24.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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