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Avantax Advisory Services’s Hormel Foods HRL Stock Holding History

Avantax Advisory Services’s Portfolio HRL Stock Details HRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.1M Sell
69,391
-14,215
-17% -$429K 0.01% 774
2025
Q1 		$2.59M Buy
83,606
+11,947
+17% +$355K 0.02% 641
2024
Q4 		$2.25M Buy
71,659
+2,971
+4% +$93.1K 0.01% 663
2024
Q3 		$2.18M Buy
68,688
+32,633
+91% +$1.04M 0.01% 657
2024
Q2 		$1.1M Buy
36,055
+17,788
+97% +$598K 0.01% 927
2024
Q1 		$637K Buy
18,267
+1,091
+6% +$34.8K 0.01% 932
2023
Q4 		$552K Sell
17,176
-2,867
-14% -$93.6K 0.01% 946
2023
Q3 		$762K Sell
20,043
-14,176
-41% -$559K 0.01% 780
2023
Q2 		$1.38M Buy
34,219
+15,022
+78% +$602K 0.02% 576
2023
Q1 		$766K Buy
19,197
+282
+1% +$12.2K 0.01% 752
2022
Q4 		$862K Buy
18,915
+845
+5% +$39.3K 0.01% 679
2022
Q3 		$821K Sell
18,070
-217
-1% -$10.5K 0.01% 619
2022
Q2 		$866K Buy
18,287
+12
+0.1% +$599 0.01% 595
2022
Q1 		$940K Buy
18,275
+156
+0.9% +$7.64K 0.01% 555
2021
Q4 		$884K Sell
18,119
-836
-4% -$36.6K 0.01% 558
2021
Q3 		$779K Sell
18,955
-84
-0.4% -$3.79K 0.01% 563
2021
Q2 		$910K Buy
19,039
+95
+0.5% +$4.52K 0.02% 495
2021
Q1 		$906K Buy
18,944
+1,590
+9% +$75.2K 0.02% 453
2020
Q4 		$811K Sell
17,354
-10,557
-38% -$515K 0.02% 419
2020
Q3 		$1.37M Buy
27,911
+13,213
+90% +$663K 0.02% 441
2020
Q2 		$711K Buy
14,698
+3,421
+30% +$163K 0.02% 406
2020
Q1 		$527K Sell
11,277
-296
-3% -$13.5K 0.02% 425
2019
Q4 		$524K Buy
11,573
+3,051
+36% +$131K 0.01% 462
2019
Q3 		$371K Buy
8,522
+3,196
+60% +$134K 0.02% 381
2019
Q2 		$216K Sell
5,326
-343
-6% -$13.9K 0.01% 469
2019
Q1 		$254K Buy
5,669
+434
+8% +$18.6K 0.01% 401
2018
Q4 		$223K Buy
+5,235
New +$226K 0.04% 357

Other funds holding HRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Avantax Advisory Services's HRL Position: Q2 2025 in Review

Avantax Advisory Services reduced its Hormel Foods (HRL) stake by 17% in Q2 2025, selling an estimated $429K and leaving 69,391 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #774.

Avantax Advisory Services first reported a position in HRL in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.59M in Q1 2025. 643 funds tracked by Wall St. Rank hold HRL as of Q2 2025.

  • Avantax Advisory Services held 69,391 shares of Hormel Foods worth $2.1M as of Q2 2025.
  • Avantax Advisory Services sold 14,215 Hormel Foods shares in Q2 2025, an estimated $429K.
  • Hormel Foods made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #774 holding.
  • Avantax Advisory Services first reported a position in Hormel Foods in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Hormel Foods position peaked at $2.59M in Q1 2025.
  • 643 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.