CTWM
HWKN icon

Cherry Tree Wealth Management’s Hawkins HWKN Stock Holding History

Cherry Tree Wealth Management’s Portfolio HWKN Stock Details HWKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-148
Closed -$21K – 593
2025
Q4 		$21K Hold
148
– – ﹤0.01% 351
2025
Q3 		$27K Hold
148
– – 0.01% 308
2025
Q2 		$21K Hold
148
– – ﹤0.01% 339
2025
Q1 		$15.7K Hold
148
– – ﹤0.01% 374
2024
Q4 		$18.2K Sell
148
-107
-42% -$13.5K ﹤0.01% 349
2024
Q3 		$32.5K Hold
255
– – 0.01% 294
2024
Q2 		$23.2K Hold
255
– – 0.01% 314
2024
Q1 		$19.6K Hold
255
– – ﹤0.01% 318
2023
Q4 		$18K Hold
255
– – ﹤0.01% 313
2023
Q3 		$15K Hold
255
– – ﹤0.01% 308
2023
Q2 		$12.2K Buy
+255
New +$11.5K ﹤0.01% 324

Other funds holding HWKN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Cherry Tree Wealth Management's HWKN Position: Q1 2026 in Review

Cherry Tree Wealth Management sold out of Hawkins (HWKN) in Q1 2026, closing a stake of 148 shares — an estimated $21K sold.

Cherry Tree Wealth Management first reported a position in HWKN in Q2 2023 and held it in 11 quarters. The position peaked at $32.5K in Q3 2024. 314 funds tracked by Wall St. Rank hold HWKN as of Q1 2026.

  • Cherry Tree Wealth Management reported no remaining Hawkins position as of Q1 2026 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 148 Hawkins shares in Q1 2026, an estimated $21K.
  • Cherry Tree Wealth Management first reported a position in Hawkins in Q2 2023 and held it in 11 quarters.
  • Cherry Tree Wealth Management's Hawkins position peaked at $32.5K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Hawkins as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.