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

Heritage 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
Q1 		– Sell
-12
Closed -$2.27K – 612
2024
Q4 		$2.27K Buy
12
+2
+20% +$432 ﹤0.01% 550
2024
Q3 		$2.64K Buy
+10
New +$2.65K ﹤0.01% 535

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Heritage Wealth Advisors's HII Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Huntington Ingalls Industries (HII) in Q1 2025, closing a stake of 12 shares — an estimated $2.27K sold.

Heritage Wealth Advisors first reported a position in HII in Q3 2024 and held it in 2 quarters. The position peaked at $2.64K in Q3 2024. 604 funds tracked by Wall St. Rank hold HII as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining Huntington Ingalls Industries position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 12 Huntington Ingalls Industries shares in Q1 2025, an estimated $2.27K.
  • Heritage Wealth Advisors first reported a position in Huntington Ingalls Industries in Q3 2024 and held it in 2 quarters.
  • Heritage Wealth Advisors's Huntington Ingalls Industries position peaked at $2.64K in Q3 2024.
  • 604 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.