Forza Wealth Management’s Huntington Ingalls Industries HII Stock Holding History

Forza Wealth Management’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 Q3	$808K	Buy	3,025 +5	+0.2%	+$1.46K	0.23%	94
2026 Q2	$845K	Hold	3,020	–	–	0.26%	88
2026 Q1	$1.15M	Hold	3,020	–	–	0.4%	57
2025 Q4	$1.03M	Hold	3,020	–	–	0.37%	66
2025 Q3	$869K	Buy	3,020 +49	+2%	+$13.1K	0.33%	71
2025 Q2	$717K	Buy	2,971 +685	+30%	+$153K	0.29%	86
2025 Q1	$466K	Buy	2,286 +100	+5%	+$19K	0.21%	112
2024 Q4	$413K	Hold	2,186	–	–	0.19%	120
2024 Q3	$578K	Sell	2,186 -1	-0%	-$265	0.26%	102
2024 Q2	$539K	Hold	2,187	–	–	0.28%	96
2024 Q1	$637K	Hold	2,187	–	–	0.33%	82
2023 Q4	$568K	Hold	2,187	–	–	0.31%	89
2023 Q3	$447K	Hold	2,187	–	–	0.23%	121
2023 Q2	$498K	Hold	2,187	–	–	0.25%	117
2023 Q1	$453K	Buy	2,187 +376	+21%	+$81.3K	0.23%	126
2022 Q4	$418K	Buy	+1,811	New	+$427K	0.28%	99

Other funds holding HII

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Forza Wealth Management's HII Position: Q3 2026 in Review

Forza Wealth Management increased its Huntington Ingalls Industries (HII) stake by 0.17% in Q3 2026, buying an estimated $1.46K and bringing the position to 3,025 shares worth $808K. The position accounts for 0.23% of the portfolio, ranked #94.

Forza Wealth Management first reported a position in HII in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.15M in Q1 2026. 124 funds tracked by Wall St. Rank hold HII as of Q3 2026.

Forza Wealth Management held 3,025 shares of Huntington Ingalls Industries worth $808K as of Q3 2026.
Forza Wealth Management bought 5 Huntington Ingalls Industries shares in Q3 2026, an estimated $1.46K.
Huntington Ingalls Industries made up 0.23% of Forza Wealth Management's portfolio in Q3 2026, its #94 holding.
Forza Wealth Management first reported a position in Huntington Ingalls Industries in Q4 2022 and has held it in 16 quarters since.
Forza Wealth Management's Huntington Ingalls Industries position peaked at $1.15M in Q1 2026.
124 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.