Mount Yale Investment Advisors’s Hillman Solutions HLMN Stock Holding History

Mount Yale Investment 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	-31,659	Closed	-$278K	–	1502
2025 Q1	$278K	Buy	31,659 +7,527	+31%	+$73.1K	0.02%	460
2024 Q4	$235K	Sell	24,132 -4,200	-15%	-$44.9K	0.02%	501
2024 Q3	$299K	Buy	28,332 +87	+0.3%	+$839	0.03%	438
2024 Q2	$250K	Sell	28,245 -5,052	-15%	-$47.6K	0.02%	481
2024 Q1	$354K	Buy	33,297 +17,861	+116%	+$167K	0.03%	414
2023 Q4	$142K	Sell	15,436 -8,721	-36%	-$66.5K	0.01%	483
2023 Q3	$199K	Buy	+24,157	New	+$220K	0.02%	478

Other funds holding HLMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mount Yale Investment Advisors's HLMN Position: Q2 2025 in Review

Mount Yale Investment Advisors sold out of Hillman Solutions (HLMN) in Q2 2025, closing a stake of 31,659 shares — an estimated $278K sold.

Mount Yale Investment Advisors first reported a position in HLMN in Q3 2023 and held it in 7 quarters. The position peaked at $354K in Q1 2024. 230 funds tracked by Wall St. Rank hold HLMN as of Q2 2025.

Mount Yale Investment Advisors reported no remaining Hillman Solutions position as of Q2 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 31,659 Hillman Solutions shares in Q2 2025, an estimated $278K.
Mount Yale Investment Advisors first reported a position in Hillman Solutions in Q3 2023 and held it in 7 quarters.
Mount Yale Investment Advisors's Hillman Solutions position peaked at $354K in Q1 2024.
230 funds tracked by Wall St. Rank held Hillman Solutions as of Q2 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.