EP Wealth Advisors’s Hillman Solutions HLMN Stock Holding History

EP Wealth Advisors’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 Q2	$175K	Sell	20,690 -22,398	-52%	-$178K	﹤0.01%	1549
2026 Q1	$358K	Sell	43,088 -972	-2%	-$8.78K	﹤0.01%	1066
2025 Q4	$382K	Buy	+44,060	New	+$397K	﹤0.01%	1005
2025 Q2	$301K	Buy	42,115 +442	+1%	+$3.31K	﹤0.01%	1020
2025 Q1	$366K	Buy	41,673 +18,163	+77%	+$176K	﹤0.01%	825
2024 Q4	$229K	Buy	23,510 +3,633	+18%	+$38.8K	﹤0.01%	1009
2024 Q3	$210K	Buy	+19,877	New	+$192K	﹤0.01%	1026

Other funds holding HLMN

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

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

EP Wealth Advisors reduced its Hillman Solutions (HLMN) stake by 52% in Q2 2026, selling an estimated $178K and leaving 20,690 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

EP Wealth Advisors first reported a position in HLMN in Q3 2024 and has held it in 7 quarters since. The position peaked at $382K in Q4 2025. 231 funds tracked by Wall St. Rank hold HLMN as of Q2 2026.

EP Wealth Advisors held 20,690 shares of Hillman Solutions worth $175K as of Q2 2026.
EP Wealth Advisors sold 22,398 Hillman Solutions shares in Q2 2026, an estimated $178K.
Hillman Solutions made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1549 holding.
EP Wealth Advisors first reported a position in Hillman Solutions in Q3 2024 and has held it in 7 quarters since.
EP Wealth Advisors's Hillman Solutions position peaked at $382K in Q4 2025.
231 funds tracked by Wall St. Rank held Hillman Solutions as of Q2 2026.

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