MW
HII icon

Marcum Wealth’s Huntington Ingalls Industries HII Stock Holding History

Marcum Wealth’s Portfolio HII Stock Details HII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$214K Buy
+1,048
New +$199K 0.02% 356
2024
Q4 		– Sell
-990
Closed -$262K – 421
2024
Q3 		$262K Buy
990
+85
+9% +$22.5K 0.02% 310
2024
Q2 		$223K Buy
+905
New +$235K 0.02% 322

Other funds holding HII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Marcum Wealth's HII Position: Q1 2025 in Review

Marcum Wealth opened a new position in Huntington Ingalls Industries (HII) in Q1 2025: 1,048 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #356 among its holdings. This is a return to the name: Marcum Wealth previously reported a position in HII as recently as Q3 2024.

Marcum Wealth first reported a position in HII in Q2 2024 and has held it in 3 quarters since. The position peaked at $262K in Q3 2024. 604 funds tracked by Wall St. Rank hold HII as of Q1 2025.

  • Marcum Wealth held 1,048 shares of Huntington Ingalls Industries worth $214K as of Q1 2025.
  • Huntington Ingalls Industries was a new Marcum Wealth position in Q1 2025.
  • Huntington Ingalls Industries made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #356 holding.
  • Marcum Wealth first reported a position in Huntington Ingalls Industries in Q2 2024 and has held it in 3 quarters since.
  • Marcum Wealth's Huntington Ingalls Industries position peaked at $262K in Q3 2024.
  • 604 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.