HighTower Advisors
HLMN icon

HighTower Advisors’s Hillman Solutions HLMN Stock Holding History

HighTower Advisors’s Portfolio HLMN Stock Details HLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-24,087
Closed -$209K – 3874
2025
Q4 		$209K Sell
24,087
-15,531
-39% -$140K ﹤0.01% 3342
2025
Q3 		$364K Sell
39,618
-59,549
-60% -$538K ﹤0.01% 2878
2025
Q2 		$708K Sell
99,167
-41,722
-30% -$312K ﹤0.01% 2250
2025
Q1 		$1.24M Sell
140,889
-3,274
-2% -$31.8K ﹤0.01% 1821
2024
Q4 		$1.4M Buy
144,163
+1,562
+1% +$16.7K ﹤0.01% 1747
2024
Q3 		$1.51M Buy
142,601
+484
+0.3% +$4.67K ﹤0.01% 1673
2024
Q2 		$1.26M Buy
142,117
+2,700
+2% +$25.4K ﹤0.01% 1718
2024
Q1 		$1.49M Buy
139,417
+1,982
+1% +$18.5K ﹤0.01% 1579
2023
Q4 		$1.27M Sell
137,435
-4,308
-3% -$32.9K ﹤0.01% 1714
2023
Q3 		$1.16M Sell
141,743
-1,585
-1% -$14.4K ﹤0.01% 1683
2023
Q2 		$1.29M Sell
143,328
-797
-0.6% -$6.64K ﹤0.01% 1610
2023
Q1 		$1.21M Buy
144,125
+66,363
+85% +$577K ﹤0.01% 1567
2022
Q4 		$566K Buy
77,762
+20,407
+36% +$153K ﹤0.01% 2051
2022
Q3 		$434K Sell
57,355
-5,866
-9% -$51.7K ﹤0.01% 2107
2022
Q2 		$554K Buy
+63,221
New +$696K ﹤0.01% 1985
2021
Q1 		– Sell
-392,702
Closed -$4.11M – 3148
2020
Q4 		$4.11M Buy
+392,702
New +$3.98M 0.02% 647

Other funds holding HLMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return