Chesley Taft & Associates LLC HEWJ — ISHARES TR

Ownership history in Chesley Taft & Associates LLC  ·  4 quarters on record

AI Ownership Summary

Chesley Taft & Associates LLC reported ISHARES TR (HEWJ) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.02% in 2026 Q3. The latest visible filing shows HEWJ at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HEWJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chesley Taft & Associates LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

HEWJ was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HEWJ stock page Chesley Taft & Associates LLC fund profile Chesley Taft & Associates LLC full holdings
How Chesley Taft & Associates LLC held HEWJ — position size vs. price
% of Fund (quarterly)    HEWJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 6,117 +858 +16.3% 0.02% $399K 2026-10-13 $65.59
2026 Q2 REDUCED — — — 5,259 -254 -4.6% 0.01% $339K 2026-07-08 $63.58
2026 Q1 ADDED — — — 5,513 +1,306 +31.0% 0.01% $310K 2026-04-13 $58.82
2025 Q4 INITIATED — — — 4,207 — — 0.01% $222K 2026-01-14 $55.98

🏢 Other funds also holding HEWJ

As of 2026 Q3 — sorted by position size

Somerset Trust Co 3Y 7Y 0.28% FIDUCIARY FINANCIAL GROUP, LLC 0.06% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Chesley Taft & Associates LLC and HEWJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Chesley Taft & Associates LLC reported owning HEWJ?

Chesley Taft & Associates LLC reported HEWJ across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported HEWJ position in Chesley Taft & Associates LLC's portfolio?

The largest reported portfolio weight for HEWJ was 0.02% in 2026 Q3.

What is the latest reported HEWJ position on this page?

The most recent filing on this page is 2026 Q3, when Chesley Taft & Associates LLC reported 6,117 shares, equal to 0.02% of portfolio, with an estimated market value of $399K.

What does the chart on this HEWJ ownership page compare?

The chart compares Chesley Taft & Associates LLC's quarterly HEWJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Chesley Taft & Associates LLC time their HEWJ position?

Based on 13F filing dates vs. subsequent HEWJ price moves, Chesley Taft & Associates LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on HEWJ relative to SPY over the holding period was +1901.4%.

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