Clearstead Advisors’s Hillman Solutions HLMN Stock Holding History

Clearstead Advisors’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	$786	Sell	93 -356	-79%	-$2.83K	﹤0.01%	2778
2026 Q1	$3.74K	Hold	449	–	–	﹤0.01%	1780
2025 Q4	$3.89K	Buy	449 +386	+613%	+$3.48K	﹤0.01%	2063
2025 Q3	$579	Sell	63 -1,135	-95%	-$10.2K	﹤0.01%	2713
2025 Q2	$8.55K	Sell	1,198 -399	-25%	-$2.99K	﹤0.01%	1935
2025 Q1	$14K	Hold	1,597	–	–	﹤0.01%	1516
2024 Q4	$15.6K	Hold	1,597	–	–	﹤0.01%	1460
2024 Q3	$16.9K	Sell	1,597 -398	-20%	-$3.84K	﹤0.01%	1471
2024 Q2	$17.7K	Buy	+1,995	New	+$18.8K	﹤0.01%	1411

Other funds holding HLMN

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

TAM

Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LWIC

Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Clearstead Advisors's HLMN Position: Q2 2026 in Review

Clearstead Advisors reduced its Hillman Solutions (HLMN) stake by 79% in Q2 2026, selling an estimated $2.83K and leaving 93 shares worth $786. The position accounts for ﹤0.01% of the portfolio, ranked #2778.

Clearstead Advisors first reported a position in HLMN in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.7K in Q2 2024. 86 funds tracked by Wall St. Rank hold HLMN as of Q2 2026.

Clearstead Advisors held 93 shares of Hillman Solutions worth $786 as of Q2 2026.
Clearstead Advisors sold 356 Hillman Solutions shares in Q2 2026, an estimated $2.83K.
Hillman Solutions made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2778 holding.
Clearstead Advisors first reported a position in Hillman Solutions in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's Hillman Solutions position peaked at $17.7K in Q2 2024.
86 funds tracked by Wall St. Rank held Hillman Solutions as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.