Envestnet Asset Management
HLMN icon

Envestnet Asset Management’s Hillman Solutions HLMN Stock Holding History

Envestnet Asset Management’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 		$8.96M Buy
1,077,177
+146,214
+16% +$1.32M ﹤0.01% 1897
2025
Q4 		$8.06M Sell
930,963
-343,756
-27% -$3.1M ﹤0.01% 1842
2025
Q3 		$11.7M Sell
1,274,719
-74,319
-6% -$671K ﹤0.01% 1658
2025
Q2 		$9.63M Sell
1,349,038
-96,399
-7% -$722K ﹤0.01% 1762
2025
Q1 		$12.7M Sell
1,445,437
-42,731
-3% -$415K ﹤0.01% 1498
2024
Q4 		$14.5M Sell
1,488,168
-55,555
-4% -$594K ﹤0.01% 1396
2024
Q3 		$16.3M Buy
1,543,723
+107,255
+7% +$1.03M 0.01% 1321
2024
Q2 		$12.7M Buy
1,436,468
+188,722
+15% +$1.78M ﹤0.01% 1404
2024
Q1 		$13.3M Sell
1,247,746
-62,124
-5% -$580K 0.01% 1347
2023
Q4 		$12.1M Buy
1,309,870
+77,148
+6% +$589K 0.01% 1317
2023
Q3 		$10.2M Buy
1,232,722
+427,580
+53% +$3.89M ﹤0.01% 1361
2023
Q2 		$7.25M Buy
805,142
+9,940
+1% +$82.9K ﹤0.01% 1488
2023
Q1 		$6.7M Buy
795,202
+321,614
+68% +$2.8M ﹤0.01% 1494
2022
Q4 		$3.41M Buy
473,588
+83,776
+21% +$630K ﹤0.01% 1821
2022
Q3 		$2.94M Sell
389,812
-13,869
-3% -$122K ﹤0.01% 1844
2022
Q2 		$3.49M Buy
403,681
+364,241
+924% +$4.01M ﹤0.01% 1740
2022
Q1 		$469K Buy
39,440
+18,257
+86% +$180K ﹤0.01% 3153
2021
Q4 		$228K Sell
21,183
-901
-4% -$9.69K ﹤0.01% 3585
2021
Q3 		$263K Buy
+22,084
New +$270K ﹤0.01% 3361

Other funds holding HLMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $269B 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 $14.6B AUM 40.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Envestnet Asset Management's HLMN Position: Q1 2026 in Review

Envestnet Asset Management increased its Hillman Solutions (HLMN) stake by 16% in Q1 2026, buying an estimated $1.32M and bringing the position to 1,077,177 shares worth $8.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

Envestnet Asset Management first reported a position in HLMN in Q3 2021 and has held it in 19 quarters since. The position peaked at $16.3M in Q3 2024. 235 funds tracked by Wall St. Rank hold HLMN as of Q1 2026.

  • Envestnet Asset Management held 1,077,177 shares of Hillman Solutions worth $8.96M as of Q1 2026.
  • Envestnet Asset Management bought 146,214 Hillman Solutions shares in Q1 2026, an estimated $1.32M.
  • Hillman Solutions made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1897 holding.
  • Envestnet Asset Management first reported a position in Hillman Solutions in Q3 2021 and has held it in 19 quarters since.
  • Envestnet Asset Management's Hillman Solutions position peaked at $16.3M in Q3 2024.
  • 235 funds tracked by Wall St. Rank held Hillman Solutions as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.