Elevation Wealth Partners’s Huntington Ingalls Industries HII Stock Holding History

Elevation Wealth Partners’s Portfolio HII Stock Details HII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.9K	Buy	46 +38	+475%	+$12.7K	﹤0.01%	732
2026 Q1	$3.04K	Buy	8 +4	+100%	+$1.65K	﹤0.01%	832
2025 Q4	$1.36K	Buy	4 +2	+100%	+$621	﹤0.01%	831
2025 Q3	$576	Buy	+2	New	+$533	﹤0.01%	799

Other funds holding HII

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Werlinich Asset Management Stamford, Connecticut $262M AUM 80.66% 1-Year Est. Return