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Institute for Wealth Management’s Hillman Solutions HLMN Stock Holding History

Institute for Wealth Management’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
2025
Q3 		– Sell
-11,441
Closed -$81.7K – 581
2025
Q2 		$81.7K Hold
11,441
– – 0.01% 557
2025
Q1 		$101K Hold
11,441
– – 0.01% 523
2024
Q4 		$111K Hold
11,441
– – 0.01% 501
2024
Q3 		$121K Hold
11,441
– – 0.02% 539
2024
Q2 		$101K Buy
+11,441
New +$108K 0.01% 500

Other funds holding HLMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Institute for Wealth Management's HLMN Position: Q3 2025 in Review

Institute for Wealth Management sold out of Hillman Solutions (HLMN) in Q3 2025, closing a stake of 11,441 shares — an estimated $81.7K sold.

Institute for Wealth Management first reported a position in HLMN in Q2 2024 and held it in 5 quarters. The position peaked at $121K in Q3 2024. 241 funds tracked by Wall St. Rank hold HLMN as of Q3 2025.

  • Institute for Wealth Management reported no remaining Hillman Solutions position as of Q3 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 11,441 Hillman Solutions shares in Q3 2025, an estimated $81.7K.
  • Institute for Wealth Management first reported a position in Hillman Solutions in Q2 2024 and held it in 5 quarters.
  • Institute for Wealth Management's Hillman Solutions position peaked at $121K in Q3 2024.
  • 241 funds tracked by Wall St. Rank held Hillman Solutions as of Q3 2025.

Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.