Icon Wealth Advisors
HRL icon

Icon Wealth Advisors’s Hormel Foods HRL Stock Holding History

Icon Wealth Advisors’s Portfolio HRL Stock Details HRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.99M Buy
100,000
+15,000
+18% +$350K 0.12% 112
2026
Q2 		$2.11M Buy
85,000
+62,500
+278% +$1.39M 0.13% 115
2026
Q1 		$469K Buy
+22,500
New +$538K 0.03% 264

Other funds holding HRL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Icon Wealth Advisors's HRL Position: Q3 2026 in Review

Icon Wealth Advisors increased its Hormel Foods (HRL) stake by 18% in Q3 2026, buying an estimated $350K and bringing the position to 100,000 shares worth $1.99M. The position accounts for 0.12% of the portfolio, ranked #112.

Icon Wealth Advisors first reported a position in HRL in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.11M in Q2 2026. 458 funds tracked by Wall St. Rank hold HRL as of Q3 2026.

  • Icon Wealth Advisors held 100,000 shares of Hormel Foods worth $1.99M as of Q3 2026.
  • Icon Wealth Advisors bought 15,000 Hormel Foods shares in Q3 2026, an estimated $350K.
  • Hormel Foods made up 0.12% of Icon Wealth Advisors's portfolio in Q3 2026, its #112 holding.
  • Icon Wealth Advisors first reported a position in Hormel Foods in Q1 2026 and has held it in 3 quarters since.
  • Icon Wealth Advisors's Hormel Foods position peaked at $2.11M in Q2 2026.
  • 458 funds tracked by Wall St. Rank held Hormel Foods as of Q3 2026.

Based on Icon Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.