Creative Planning
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Creative Planning’s Hillman Solutions HLMN Stock Holding History

Creative Planning’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 		$229K Sell
27,498
-948
-3% -$8.56K ﹤0.01% 3638
2025
Q4 		$246K Buy
28,446
+3,014
+12% +$27.2K ﹤0.01% 3387
2025
Q3 		$233K Buy
25,432
+9,644
+61% +$87.1K ﹤0.01% 3351
2025
Q2 		$113K Sell
15,788
-5,965
-27% -$44.7K ﹤0.01% 3397
2025
Q1 		$191K Sell
21,753
-26,348
-55% -$256K ﹤0.01% 3090
2024
Q4 		$469K Buy
48,101
+20,491
+74% +$219K ﹤0.01% 2290
2024
Q3 		$292K Buy
27,610
+12,957
+88% +$125K ﹤0.01% 2542
2024
Q2 		$130K Buy
14,653
+4,282
+41% +$40.4K ﹤0.01% 2788
2024
Q1 		$110K Buy
+10,371
New +$96.9K ﹤0.01% 2691

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