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 Q2	$315K	Buy	37,334 +9,836	+36%	+$78.2K	﹤0.01%	3522
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 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

Creative Planning's HLMN Position: Q2 2026 in Review

Creative Planning increased its Hillman Solutions (HLMN) stake by 36% in Q2 2026, buying an estimated $78.2K and bringing the position to 37,334 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #3522.

Creative Planning first reported a position in HLMN in Q1 2024 and has held it in 10 quarters since. The position peaked at $469K in Q4 2024. 231 funds tracked by Wall St. Rank hold HLMN as of Q2 2026.

Creative Planning held 37,334 shares of Hillman Solutions worth $315K as of Q2 2026.
Creative Planning bought 9,836 Hillman Solutions shares in Q2 2026, an estimated $78.2K.
Hillman Solutions made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3522 holding.
Creative Planning first reported a position in Hillman Solutions in Q1 2024 and has held it in 10 quarters since.
Creative Planning's Hillman Solutions position peaked at $469K in Q4 2024.
231 funds tracked by Wall St. Rank held Hillman Solutions as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.