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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
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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Integrated Wealth Concepts's HRL Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its Hormel Foods (HRL) stake by 38% in Q1 2026, selling an estimated $162K and leaving 11,240 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1958.

Integrated Wealth Concepts first reported a position in HRL in Q4 2024 and has held it in 6 quarters since. The position peaked at $698K in Q2 2025. 632 funds tracked by Wall St. Rank hold HRL as of Q1 2026.

  • Integrated Wealth Concepts held 11,240 shares of Hormel Foods worth $255K as of Q1 2026.
  • Integrated Wealth Concepts sold 6,772 Hormel Foods shares in Q1 2026, an estimated $162K.
  • Hormel Foods made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1958 holding.
  • Integrated Wealth Concepts first reported a position in Hormel Foods in Q4 2024 and has held it in 6 quarters since.
  • Integrated Wealth Concepts's Hormel Foods position peaked at $698K in Q2 2025.
  • 632 funds tracked by Wall St. Rank held Hormel Foods as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.