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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Avior Wealth Management's HLMN Position: Q2 2026 in Review

Avior Wealth Management sold out of Hillman Solutions (HLMN) in Q2 2026, closing a stake of 80,993 shares — an estimated $674K sold.

Avior Wealth Management first reported a position in HLMN in Q2 2022 and held it in 16 quarters. The position peaked at $1.2M in Q1 2024. 231 funds tracked by Wall St. Rank hold HLMN as of Q2 2026.

Avior Wealth Management reported no remaining Hillman Solutions position as of Q2 2026 after selling out during the quarter.
Avior Wealth Management sold 80,993 Hillman Solutions shares in Q2 2026, an estimated $674K.
Avior Wealth Management first reported a position in Hillman Solutions in Q2 2022 and held it in 16 quarters.
Avior Wealth Management's Hillman Solutions position peaked at $1.2M in Q1 2024.
231 funds tracked by Wall St. Rank held Hillman Solutions as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.