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Modern Wealth Management’s Hormel Foods HRL Stock Holding History

Modern Wealth Management’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 		– Sell
-15,804
Closed -$375K – 914
2025
Q4 		$375K Sell
15,804
-539
-3% -$12.6K 0.01% 615
2025
Q3 		$404K Sell
16,343
-282
-2% -$7.81K 0.01% 557
2025
Q2 		$503K Buy
+16,625
New +$501K 0.01% 478

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

Modern Wealth Management's HRL Position: Q1 2026 in Review

Modern Wealth Management sold out of Hormel Foods (HRL) in Q1 2026, closing a stake of 15,804 shares — an estimated $375K sold.

Modern Wealth Management first reported a position in HRL in Q2 2025 and held it in 3 quarters. The position peaked at $503K in Q2 2025. 632 funds tracked by Wall St. Rank hold HRL as of Q1 2026.

  • Modern Wealth Management reported no remaining Hormel Foods position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 15,804 Hormel Foods shares in Q1 2026, an estimated $375K.
  • Modern Wealth Management first reported a position in Hormel Foods in Q2 2025 and held it in 3 quarters.
  • Modern Wealth Management's Hormel Foods position peaked at $503K in Q2 2025.
  • 632 funds tracked by Wall St. Rank held Hormel Foods as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.