AWM
HLMN icon

Avior Wealth Management’s Hillman Solutions HLMN Stock Holding History

Avior Wealth Management’s Portfolio HLMN Stock Details HLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-80,993
Closed -$674K – 836
2026
Q1 		$674K Sell
80,993
-6,563
-7% -$59.3K 0.02% 449
2025
Q4 		$758K Sell
87,556
-17,163
-16% -$155K 0.02% 360
2025
Q3 		$961K Hold
104,719
– – 0.03% 306
2025
Q2 		$748K Hold
104,719
– – 0.03% 342
2025
Q1 		$920K Hold
104,719
– – 0.03% 284
2024
Q4 		$1.02M Sell
104,719
-7,917
-7% -$84.7K 0.04% 283
2024
Q3 		$1.19M Hold
112,636
– – 0.05% 255
2024
Q2 		$997K Sell
112,636
-35
-0% -$330 0.04% 272
2024
Q1 		$1.2M Buy
112,671
+35
+0% +$327 0.06% 248
2023
Q4 		$1.04M Hold
112,636
– – 0.06% 202
2023
Q3 		$929K Hold
112,636
– – 0.06% 208
2023
Q2 		$1.01M Sell
112,636
-10,972
-9% -$91.5K 0.07% 199
2023
Q1 		$1.04M Buy
123,608
+40,822
+49% +$355K 0.07% 198
2022
Q4 		$597K Buy
82,786
+26,158
+46% +$197K 0.05% 263
2022
Q3 		$426K Buy
56,628
+6,321
+13% +$55.7K 0.04% 310
2022
Q2 		$434K Buy
+50,307
New +$554K 0.04% 276

Other funds holding HLMN

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return