Corient Private Wealth
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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
Q1 		$1.12M Sell
134,225
-139,979
-51% -$1.26M ﹤0.01% 1599
2025
Q4 		$2.37M Buy
274,204
+132,475
+93% +$1.19M ﹤0.01% 1436
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return