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Congress Wealth Management’s Huntington Ingalls Industries HII Stock Holding History

Congress Wealth Management’s Portfolio HII Stock Details HII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$917K Buy
3,798
+2,688
+242% +$600K 0.01% 733
2025
Q1 		$227K Buy
+1,110
New +$211K ﹤0.01% 1009
2022
Q2 		– Sell
-44,310
Closed -$8.84M – 580
2022
Q1 		$8.84M Buy
44,310
+3,323
+8% +$648K 0.19% 156
2021
Q4 		$7.65M Buy
+40,987
New +$7.92M 0.15% 179

Other funds holding HII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Congress Wealth Management's HII Position: Q2 2025 in Review

Congress Wealth Management increased its Huntington Ingalls Industries (HII) stake by 242% in Q2 2025, buying an estimated $600K and bringing the position to 3,798 shares worth $917K. The position accounts for 0.01% of the portfolio, ranked #733.

Congress Wealth Management first reported a position in HII in Q4 2021 and has held it in 4 quarters since. The position peaked at $8.84M in Q1 2022. 692 funds tracked by Wall St. Rank hold HII as of Q2 2025.

  • Congress Wealth Management held 3,798 shares of Huntington Ingalls Industries worth $917K as of Q2 2025.
  • Congress Wealth Management bought 2,688 Huntington Ingalls Industries shares in Q2 2025, an estimated $600K.
  • Huntington Ingalls Industries made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #733 holding.
  • Congress Wealth Management first reported a position in Huntington Ingalls Industries in Q4 2021 and has held it in 4 quarters since.
  • Congress Wealth Management's Huntington Ingalls Industries position peaked at $8.84M in Q1 2022.
  • 692 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.