EP Wealth Advisors’s Huntington Ingalls Industries HII Stock Holding History

EP Wealth Advisors’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	$566K	Sell	2,022 -52	-3%	-$17.4K	﹤0.01%	973
2026 Q1	$788K	Buy	2,074 +363	+21%	+$150K	﹤0.01%	718
2025 Q4	$582K	Buy	+1,711	New	+$531K	﹤0.01%	814
2025 Q2	$248K	Sell	1,026 -368	-26%	-$82.2K	﹤0.01%	1129
2025 Q1	$284K	Sell	1,394 -41	-3%	-$7.78K	﹤0.01%	935
2024 Q4	$271K	Sell	1,435 -36	-2%	-$7.78K	﹤0.01%	918
2024 Q3	$389K	Buy	1,471 +507	+53%	+$134K	﹤0.01%	772
2024 Q2	$238K	Sell	964 -28	-3%	-$7.28K	﹤0.01%	718
2024 Q1	$289K	Buy	992 +113	+13%	+$31.1K	﹤0.01%	639
2023 Q4	$228K	Buy	+879	New	+$205K	﹤0.01%	685

Other funds holding HII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EP Wealth Advisors's HII Position: Q2 2026 in Review

EP Wealth Advisors reduced its Huntington Ingalls Industries (HII) stake by 2.5% in Q2 2026, selling an estimated $17.4K and leaving 2,022 shares worth $566K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

EP Wealth Advisors first reported a position in HII in Q4 2023 and has held it in 10 quarters since. The position peaked at $788K in Q1 2026. 803 funds tracked by Wall St. Rank hold HII as of Q2 2026.

EP Wealth Advisors held 2,022 shares of Huntington Ingalls Industries worth $566K as of Q2 2026.
EP Wealth Advisors sold 52 Huntington Ingalls Industries shares in Q2 2026, an estimated $17.4K.
Huntington Ingalls Industries made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #973 holding.
EP Wealth Advisors first reported a position in Huntington Ingalls Industries in Q4 2023 and has held it in 10 quarters since.
EP Wealth Advisors's Huntington Ingalls Industries position peaked at $788K in Q1 2026.
803 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.