GWWM
HWKN icon

Great Waters Wealth Management’s Hawkins HWKN Stock Holding History

Great Waters Wealth Management’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
2025
Q1 		– Sell
-15,609
Closed -$1.91M – 108
2024
Q4 		$1.91M Buy
15,609
+21
+0.1% +$2.65K 0.25% 25
2024
Q3 		$1.99M Buy
15,588
+22
+0.1% +$2.49K 0.27% 26
2024
Q2 		$1.42M Buy
15,566
+29
+0.2% +$2.38K 0.22% 34
2024
Q1 		$1.19M Buy
15,537
+35
+0.2% +$2.4K 0.19% 40
2023
Q4 		$1.05M Buy
15,502
+40
+0.3% +$2.49K 0.19% 39
2023
Q3 		$924K Buy
15,462
+40
+0.3% +$2.17K 0.18% 42
2023
Q2 		$735K Buy
15,422
+47
+0.3% +$2.12K 0.15% 53
2023
Q1 		$656K Buy
15,375
+56
+0.4% +$2.27K 0.14% 52
2022
Q4 		$602K Buy
+15,319
New +$631K 0.13% 52

Other funds holding HWKN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return