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HHM Wealth Advisors’s Drilling Tools International DTI Stock Holding History

HHM Wealth Advisors’s Portfolio DTI Stock Details DTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49 Hold
25
– – ﹤0.01% 888
2026
Q1 		$109 Hold
25
– – ﹤0.01% 861
2025
Q4 		$62 Buy
+25
New +$60 ﹤0.01% 837
2025
Q3 		– Sell
-25
Closed -$72 – 872
2025
Q2 		$72 Hold
25
– – ﹤0.01% 854
2025
Q1 		$60 Hold
25
– – ﹤0.01% 913
2024
Q4 		$82 Hold
25
– – ﹤0.01% 1000
2024
Q3 		$94 Hold
25
– – ﹤0.01% 767
2024
Q2 		$141 Hold
25
– – ﹤0.01% 770
2024
Q1 		$75 Hold
25
– – ﹤0.01% 730
2023
Q4 		$80 Hold
25
– – ﹤0.01% 731
2023
Q3 		$98 Buy
+25
New +$107 ﹤0.01% 774

Other funds holding DTI

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
SW
Solidarity Wealth Lehi, Utah $574M AUM 22.42% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

HHM Wealth Advisors's DTI Position: Q2 2026 in Review

HHM Wealth Advisors held its Drilling Tools International (DTI) position steady in Q2 2026 at 25 shares worth $49. The position accounts for ﹤0.01% of the portfolio, ranked #888.

HHM Wealth Advisors first reported a position in DTI in Q3 2023 and has held it in 11 quarters since. The position peaked at $141 in Q2 2024. 7 funds tracked by Wall St. Rank hold DTI as of Q2 2026.

  • HHM Wealth Advisors held 25 shares of Drilling Tools International worth $49 as of Q2 2026.
  • HHM Wealth Advisors left its Drilling Tools International share count unchanged in Q2 2026.
  • Drilling Tools International made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #888 holding.
  • HHM Wealth Advisors first reported a position in Drilling Tools International in Q3 2023 and has held it in 11 quarters since.
  • HHM Wealth Advisors's Drilling Tools International position peaked at $141 in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Drilling Tools International as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.