LPL Financial
HWKN icon

LPL Financial’s Hawkins HWKN Stock Holding History

LPL Financial’s Portfolio HWKN Stock Details HWKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.07M Buy
19,986
+1,381
+7% +$202K ﹤0.01% 3106
2025
Q4 		$2.64M Buy
18,605
+3,785
+26% +$557K ﹤0.01% 3133
2025
Q3 		$2.71M Buy
14,820
+7,222
+95% +$1.21M ﹤0.01% 3029
2025
Q2 		$1.08M Buy
7,598
+4,367
+135% +$550K ﹤0.01% 3680
2025
Q1 		$342K Sell
3,231
-266
-8% -$29.2K ﹤0.01% 4484
2024
Q4 		$429K Sell
3,497
-2,463
-41% -$311K ﹤0.01% 4229
2024
Q3 		$760K Buy
+5,960
New +$675K ﹤0.01% 3649
2022
Q2 		– Sell
-5,847
Closed -$268K – 4474
2022
Q1 		$268K Sell
5,847
-115
-2% -$4.84K ﹤0.01% 3651
2021
Q4 		$235K Sell
5,962
-1,996
-25% -$73.9K ﹤0.01% 3873
2021
Q3 		$278K Buy
7,958
+528
+7% +$18.3K ﹤0.01% 3714
2021
Q2 		$243K Buy
+7,430
New +$246K ﹤0.01% 3762
2020
Q1 		– Sell
-9,294
Closed -$213K – 3321
2019
Q4 		$213K Buy
+9,294
New +$197K ﹤0.01% 3052
2019
Q3 		– Sell
-11,642
Closed -$253K – 3329
2019
Q2 		$253K Sell
11,642
-2,732
-19% -$52.3K ﹤0.01% 2840
2019
Q1 		$265K Buy
14,374
+70
+0.5% +$1.43K ﹤0.01% 2739
2018
Q4 		$293K Sell
14,304
-930
-6% -$18.1K ﹤0.01% 2483
2018
Q3 		$316K Sell
15,234
-2,680
-15% -$52.9K ﹤0.01% 2645
2018
Q2 		$317K Sell
17,914
-1,504
-8% -$25.4K ﹤0.01% 2597
2018
Q1 		$341K Buy
+19,418
New +$337K ﹤0.01% 2498

Other funds holding HWKN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return