Corient Private Wealth’s Hillman Solutions HLMN Stock Holding History

Corient Private Wealth’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	$1.03M	Sell	122,611 -11,614	-9%	-$92.3K	﹤0.01%	1794
2026 Q1	$1.12M	Sell	134,225 -2,877	-2%	-$26K	﹤0.01%	1599
2025 Q4	$1.19M	Sell	137,102 -4,627	-3%	-$41.7K	﹤0.01%	1420
2025 Q3	$1.3M	Sell	141,729 -2,062	-1%	-$18.6K	﹤0.01%	1290
2025 Q2	$1.03M	Sell	143,791 -4,791	-3%	-$35.9K	﹤0.01%	1355
2025 Q1	$1.31M	Sell	148,582 -780	-0.5%	-$7.58K	﹤0.01%	1167
2024 Q4	$1.45M	Sell	149,362 -679	-0.5%	-$7.26K	﹤0.01%	1136
2024 Q3	$1.58M	Sell	150,041 -1,942	-1%	-$18.7K	﹤0.01%	1205
2024 Q2	$1.35M	Sell	151,983 -381	-0.3%	-$3.59K	﹤0.01%	1207
2024 Q1	$1.62M	Sell	152,364 -1,960	-1%	-$18.3K	﹤0.01%	1127
2023 Q4	$1.42M	Sell	154,324 -428	-0.3%	-$3.27K	﹤0.01%	1150
2023 Q3	$1.28M	Buy	+154,752	New	+$1.41M	﹤0.01%	1109

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

Corient Private Wealth's HLMN Position: Q2 2026 in Review

Corient Private Wealth reduced its Hillman Solutions (HLMN) stake by 8.7% in Q2 2026, selling an estimated $92.3K and leaving 122,611 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Corient Private Wealth first reported a position in HLMN in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.62M in Q1 2024. 231 funds tracked by Wall St. Rank hold HLMN as of Q2 2026.

Corient Private Wealth held 122,611 shares of Hillman Solutions worth $1.03M as of Q2 2026.
Corient Private Wealth sold 11,614 Hillman Solutions shares in Q2 2026, an estimated $92.3K.
Hillman Solutions made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1794 holding.
Corient Private Wealth first reported a position in Hillman Solutions in Q3 2023 and has held it in 12 quarters since.
Corient Private Wealth's Hillman Solutions position peaked at $1.62M in Q1 2024.
231 funds tracked by Wall St. Rank held Hillman Solutions as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.