HHM Wealth Advisors’s Friedman Industries FRD Stock Holding History

HHM Wealth Advisors’s Portfolio FRD Stock Details FRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,704	Closed	-$61.3K	–	885
2025 Q2	$61.3K	Hold	3,704	–	–	0.01%	345
2025 Q1	$55.2K	Hold	3,704	–	–	0.01%	338
2024 Q4	$56.6K	Hold	3,704	–	–	0.01%	333
2024 Q3	$59.3K	Hold	3,704	–	–	0.01%	310
2024 Q2	$55.9K	Hold	3,704	–	–	0.01%	321
2024 Q1	$69.4K	Buy	+3,704	New	+$63.6K	0.01%	258
2022 Q3	–	Sell	-88,430	Closed	-$720K	–	706
2022 Q2	$720K	Hold	88,430	–	–	0.18%	46
2022 Q1	$779K	Hold	88,430	–	–	0.18%	48
2021 Q4	$829K	Hold	88,430	–	–	0.2%	41
2021 Q3	$1.05M	Sell	88,430 -2,849	-3%	-$36K	0.29%	32
2021 Q2	$1.22M	Sell	91,279 -8,125	-8%	-$90.1K	0.33%	28
2021 Q1	$804K	Buy	99,404 +25,653	+35%	+$198K	0.25%	35
2020 Q4	$506K	Hold	73,751	–	–	0.17%	51
2020 Q3	$428K	Hold	73,751	–	–	0.17%	49
2020 Q2	$372K	Hold	73,751	–	–	0.16%	53
2020 Q1	$325K	Hold	73,751	–	–	0.16%	53
2019 Q4	$443K	Hold	73,751	–	–	0.21%	47
2019 Q3	$479K	Hold	73,751	–	–	0.27%	37
2019 Q2	$513K	Hold	73,751	–	–	0.3%	31
2019 Q1	$566K	Hold	73,751	–	–	0.36%	28
2018 Q4	$520K	Buy	+73,751	New	+$613K	0.38%	26

Other funds holding FRD

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MBAM

Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return

THC

Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

HHM Wealth Advisors's FRD Position: Q3 2025 in Review

HHM Wealth Advisors sold out of Friedman Industries (FRD) in Q3 2025, closing a stake of 3,704 shares — an estimated $61.3K sold.

HHM Wealth Advisors first reported a position in FRD in Q4 2018 and held it in 21 quarters. The position peaked at $1.22M in Q2 2021. 65 funds tracked by Wall St. Rank hold FRD as of Q3 2025.

HHM Wealth Advisors reported no remaining Friedman Industries position as of Q3 2025 after selling out during the quarter.
HHM Wealth Advisors sold 3,704 Friedman Industries shares in Q3 2025, an estimated $61.3K.
HHM Wealth Advisors first reported a position in Friedman Industries in Q4 2018 and held it in 21 quarters.
HHM Wealth Advisors's Friedman Industries position peaked at $1.22M in Q2 2021.
65 funds tracked by Wall St. Rank held Friedman Industries as of Q3 2025.

Based on HHM Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.