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FSC Wealth Advisors’s Hillman Solutions HLMN Stock Holding History

FSC 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
2025
Q1 		– Sell
-247
Closed -$2.41K – 289
2024
Q4 		$2.41K Hold
247
– – ﹤0.01% 252
2024
Q3 		$2.61K Hold
247
– – ﹤0.01% 242
2024
Q2 		$2.19K Buy
+247
New +$2.33K ﹤0.01% 253

Other funds holding HLMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FSC Wealth Advisors's HLMN Position: Q1 2025 in Review

FSC Wealth Advisors sold out of Hillman Solutions (HLMN) in Q1 2025, closing a stake of 247 shares — an estimated $2.41K sold.

FSC Wealth Advisors first reported a position in HLMN in Q2 2024 and held it in 3 quarters. The position peaked at $2.61K in Q3 2024. 245 funds tracked by Wall St. Rank hold HLMN as of Q1 2025.

  • FSC Wealth Advisors reported no remaining Hillman Solutions position as of Q1 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 247 Hillman Solutions shares in Q1 2025, an estimated $2.41K.
  • FSC Wealth Advisors first reported a position in Hillman Solutions in Q2 2024 and held it in 3 quarters.
  • FSC Wealth Advisors's Hillman Solutions position peaked at $2.61K in Q3 2024.
  • 245 funds tracked by Wall St. Rank held Hillman Solutions as of Q1 2025.

Based on FSC Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.