FWM
HII icon

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
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

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
BIG
Builder Investment Group Atlanta, Georgia $505M AUM 31.7% 1-Year Est. Return

Forza Wealth Management's HII Position: Q2 2026 in Review

Forza Wealth Management held its Huntington Ingalls Industries (HII) position steady in Q2 2026 at 3,020 shares worth $845K. The position accounts for 0.26% of the portfolio, ranked #88.

Forza Wealth Management first reported a position in HII in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.15M in Q1 2026. 136 funds tracked by Wall St. Rank hold HII as of Q2 2026.

  • Forza Wealth Management held 3,020 shares of Huntington Ingalls Industries worth $845K as of Q2 2026.
  • Forza Wealth Management left its Huntington Ingalls Industries share count unchanged in Q2 2026.
  • Huntington Ingalls Industries made up 0.26% of Forza Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Forza Wealth Management first reported a position in Huntington Ingalls Industries in Q4 2022 and has held it in 15 quarters since.
  • Forza Wealth Management's Huntington Ingalls Industries position peaked at $1.15M in Q1 2026.
  • 136 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.