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Marshall & Sterling Wealth Advisors’s Hillman Solutions HLMN Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q2 		– Sell
-517
Closed -$4.54K – 651
2025
Q1 		$4.54K Buy
+517
New +$5.02K ﹤0.01% 487

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's HLMN Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Hillman Solutions (HLMN) in Q2 2025, closing a stake of 517 shares — an estimated $4.54K sold.

Marshall & Sterling Wealth Advisors first reported a position in HLMN in Q1 2025 and held it in 1 quarter. The position peaked at $4.54K in Q1 2025. 230 funds tracked by Wall St. Rank hold HLMN as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Hillman Solutions position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 517 Hillman Solutions shares in Q2 2025, an estimated $4.54K.
  • Marshall & Sterling Wealth Advisors first reported a position in Hillman Solutions in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Hillman Solutions position peaked at $4.54K in Q1 2025.
  • 230 funds tracked by Wall St. Rank held Hillman Solutions as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.