EverSource Wealth Advisors’s Hawkins HWKN Stock Holding History

EverSource Wealth Advisors’s Portfolio HWKN Stock Details HWKN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.76K	Buy	57 +29	+104%	+$4.25K	﹤0.01%	2986
2025 Q4	$3.98K	Sell	28 -72	-72%	-$10.6K	﹤0.01%	3207
2025 Q3	$18.3K	Buy	100 +6	+6%	+$1K	﹤0.01%	2427
2025 Q2	$13.4K	Buy	94 +81	+623%	+$10.2K	﹤0.01%	2605
2025 Q1	$1.38K	Sell	13 -5	-28%	-$549	﹤0.01%	3101
2024 Q4	$2.21K	Buy	18 +14	+350%	+$1.77K	﹤0.01%	2679
2024 Q3	$510	Buy	+4	New	+$453	﹤0.01%	2876
2023 Q3	–	Sell	-21	Closed	-$1K	–	2574
2023 Q2	$1K	Buy	+21	New	+$947	﹤0.01%	2227
2022 Q4	–	Sell	-27	Closed	-$1K	–	2359
2022 Q3	$1K	Buy	+27	New	+$1.05K	﹤0.01%	1825

Other funds holding HWKN

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return