Creative Planning
HWKN icon

Creative Planning’s Hawkins HWKN Stock Holding History

Creative Planning’s Portfolio HWKN Stock Details HWKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.66M Buy
10,800
+4,463
+70% +$653K ﹤0.01% 2054
2025
Q4 		$900K Sell
6,337
-1,063
-14% -$157K ﹤0.01% 2364
2025
Q3 		$1.35M Buy
7,400
+1,801
+32% +$301K ﹤0.01% 1846
2025
Q2 		$796K Buy
5,599
+455
+9% +$57.3K ﹤0.01% 2056
2025
Q1 		$545K Buy
5,144
+251
+5% +$27.6K ﹤0.01% 2204
2024
Q4 		$600K Buy
4,893
+553
+13% +$69.8K ﹤0.01% 2058
2024
Q3 		$553K Buy
4,340
+1,016
+31% +$115K ﹤0.01% 2007
2024
Q2 		$302K Buy
3,324
+225
+7% +$18.4K ﹤0.01% 2340
2024
Q1 		$238K Buy
+3,099
New +$213K ﹤0.01% 2441
2017
Q3 		– Sell
-800
Closed -$19K – 2715
2017
Q2 		$19K Buy
800
+400
+100% +$9.66K ﹤0.01% 3217
2017
Q1 		$10K Hold
400
– – ﹤0.01% 3593
2016
Q4 		$11K Hold
400
– – ﹤0.01% 3483
2016
Q3 		$9K Hold
400
– – ﹤0.01% 3579
2016
Q2 		$9K Sell
400
-600
-60% -$12.1K ﹤0.01% 3312
2016
Q1 		$18K Buy
1,000
+600
+150% +$10.3K ﹤0.01% 2825
2015
Q4 		$7K Hold
400
– – ﹤0.01% 3512
2015
Q3 		$8K Buy
+400
New +$7.56K ﹤0.01% 3341
2015
Q2 		– Sell
-400
Closed -$8K – 1938
2015
Q1 		$8K Buy
+400
New +$7.81K ﹤0.01% 3307

Other funds holding HWKN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return