Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Hillman Solutions HLMN Stock Holding History

Envestnet Portfolio Solutions’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 		$94.7K Sell
11,378
-8,492
-43% -$76.7K ﹤0.01% 1285
2025
Q4 		$172K Sell
19,870
-407
-2% -$3.67K ﹤0.01% 1469
2025
Q3 		$186K Sell
20,277
-2,134
-10% -$19.3K ﹤0.01% 1425
2025
Q2 		$160K Sell
22,411
-1,867
-8% -$14K ﹤0.01% 1509
2025
Q1 		$213K Buy
24,278
+948
+4% +$9.21K ﹤0.01% 1473
2024
Q4 		$227K Buy
23,330
+1,061
+5% +$11.3K ﹤0.01% 1630
2024
Q3 		$235K Buy
22,269
+220
+1% +$2.12K ﹤0.01% 1562
2024
Q2 		$195K Buy
22,049
+8,567
+64% +$80.7K ﹤0.01% 1593
2024
Q1 		$143K Buy
+13,482
New +$126K ﹤0.01% 1575
2023
Q4 		– Sell
-13,050
Closed -$108K – 1564
2023
Q3 		$108K Buy
+13,050
New +$119K ﹤0.01% 1462

Other funds holding HLMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B 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 $8.2B AUM 40.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return