Empirical Wealth Management’s Huntington Ingalls Industries HII Stock Holding History

Empirical Wealth Management’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 Q3	$279K	Sell	1,045 -466	-31%	-$136K	﹤0.01%	987
2026 Q2	$423K	Buy	1,511 +783	+108%	+$262K	0.01%	746
2026 Q1	$277K	Buy	+728	New	+$300K	﹤0.01%	826
2025 Q4	–	Sell	-724	Closed	-$208K	–	932
2025 Q3	$208K	Buy	+724	New	+$193K	﹤0.01%	746
2023 Q2	–	Sell	-1,298	Closed	-$269K	–	480
2023 Q1	$269K	Buy	1,298 +402	+45%	+$86.9K	0.01%	407
2022 Q4	$207K	Sell	896 -156	-15%	-$36.7K	0.01%	433
2022 Q3	$233K	Sell	1,052 -611	-37%	-$137K	0.01%	421
2022 Q2	$362K	Sell	1,663 -6,193	-79%	-$1.31M	0.02%	351
2022 Q1	$1.57M	Buy	7,856 +4,664	+146%	+$910K	0.08%	161
2021 Q4	$596K	Buy	+3,192	New	+$617K	0.03%	311

Other funds holding HII

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Empirical Wealth Management's HII Position: Q3 2026 in Review

Empirical Wealth Management reduced its Huntington Ingalls Industries (HII) stake by 31% in Q3 2026, selling an estimated $136K and leaving 1,045 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Empirical Wealth Management first reported a position in HII in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.57M in Q1 2022. 329 funds tracked by Wall St. Rank hold HII as of Q3 2026.

Empirical Wealth Management held 1,045 shares of Huntington Ingalls Industries worth $279K as of Q3 2026.
Empirical Wealth Management sold 466 Huntington Ingalls Industries shares in Q3 2026, an estimated $136K.
Huntington Ingalls Industries made up ﹤0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #987 holding.
Empirical Wealth Management first reported a position in Huntington Ingalls Industries in Q4 2021 and has held it in 10 quarters since.
Empirical Wealth Management's Huntington Ingalls Industries position peaked at $1.57M in Q1 2022.
329 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.