HWA
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Heartwood Wealth Advisors’s Huntington Ingalls Industries HII Stock Holding History

Heartwood Wealth Advisors’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
2025
Q4 		– Sell
-7
Closed -$2.02K – 376
2025
Q3 		$2.02K Buy
+7
New +$1.86K ﹤0.01% 497

Other funds holding HII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Heartwood Wealth Advisors's HII Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Huntington Ingalls Industries (HII) in Q4 2025, closing a stake of 7 shares — an estimated $2.02K sold.

Heartwood Wealth Advisors first reported a position in HII in Q3 2025 and held it in 1 quarter. The position peaked at $2.02K in Q3 2025. 843 funds tracked by Wall St. Rank hold HII as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Huntington Ingalls Industries position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 7 Huntington Ingalls Industries shares in Q4 2025, an estimated $2.02K.
  • Heartwood Wealth Advisors first reported a position in Huntington Ingalls Industries in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Huntington Ingalls Industries position peaked at $2.02K in Q3 2025.
  • 843 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.