HOHIMER WEALTH MANAGEMENT, LLC AUNA β€” AUNA S A

Ownership history in HOHIMER WEALTH MANAGEMENT, LLC  Β·  2 quarters on record

AI Ownership Summary

HOHIMER WEALTH MANAGEMENT, LLC reported AUNA S A (AUNA) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.05% in 2025 Q2. The latest visible filing shows AUNA at 0.03% 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 AUNA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HOHIMER WEALTH MANAGEMENT, LLC's position in AUNA S A, 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
2025 Q3

AUNA was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 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.

How HOHIMER WEALTH MANAGEMENT, LLC held AUNA β€” position size vs. price
% of Fund (quarterly)    AUNA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 25.4% -30.8% βœ… 31,727 -10,797 -25.4% 0.03% $213K 2025-11-12 $5.23
2025 Q2 INITIATED β€” β€” β€” 42,524 β€” β€” 0.05% $264K 2025-08-19 $6.30

FAQ About HOHIMER WEALTH MANAGEMENT, LLC and AUNA

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

How long has HOHIMER WEALTH MANAGEMENT, LLC reported owning AUNA?

HOHIMER WEALTH MANAGEMENT, LLC reported AUNA across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported AUNA position in HOHIMER WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for AUNA was 0.05% in 2025 Q2.

What is the latest reported AUNA position on this page?

The most recent filing on this page is 2025 Q3, when HOHIMER WEALTH MANAGEMENT, LLC reported 31,727 shares, equal to 0.03% of portfolio, with an estimated market value of $213K.

What does the chart on this AUNA ownership page compare?

The chart compares HOHIMER WEALTH MANAGEMENT, LLC's quarterly AUNA 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.

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