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Integrated Wealth Concepts’s Hormel Foods HRL Stock Holding History

Integrated Wealth Concepts’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
Q2 		– Sell
-11,240
Closed -$255K – 2471
2026
Q1 		$255K Sell
11,240
-6,772
-38% -$162K ﹤0.01% 1958
2025
Q4 		$427K Buy
18,012
+1,448
+9% +$33.8K 0.01% 1166
2025
Q3 		$410K Sell
16,564
-6,512
-28% -$180K ﹤0.01% 1457
2025
Q2 		$698K Buy
23,076
+6,267
+37% +$189K 0.01% 1101
2025
Q1 		$520K Sell
16,809
-2,823
-14% -$83.9K 0.01% 1121
2024
Q4 		$616K Buy
+19,632
New +$615K 0.01% 1034

Other funds holding HRL

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Concepts's HRL Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Hormel Foods (HRL) in Q2 2026, closing a stake of 11,240 shares — an estimated $255K sold.

Integrated Wealth Concepts first reported a position in HRL in Q4 2024 and held it in 6 quarters. The position peaked at $698K in Q2 2025. 625 funds tracked by Wall St. Rank hold HRL as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Hormel Foods position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 11,240 Hormel Foods shares in Q2 2026, an estimated $255K.
  • Integrated Wealth Concepts first reported a position in Hormel Foods in Q4 2024 and held it in 6 quarters.
  • Integrated Wealth Concepts's Hormel Foods position peaked at $698K in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.