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Mount Yale Investment Advisors’s Hawkins HWKN Stock Holding History

Mount Yale Investment Advisors’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
Q2 		$207K Buy
1,458
+2
+0.1% +$316 ﹤0.01% 1137
2026
Q1 		$224K Buy
+1,456
New +$213K 0.01% 1012

Other funds holding HWKN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Mount Yale Investment Advisors's HWKN Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Hawkins (HWKN) stake by 0.14% in Q2 2026, buying an estimated $316 and bringing the position to 1,458 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Mount Yale Investment Advisors first reported a position in HWKN in Q1 2026 and has held it in 2 quarters since. The position peaked at $224K in Q1 2026. 335 funds tracked by Wall St. Rank hold HWKN as of Q2 2026.

  • Mount Yale Investment Advisors held 1,458 shares of Hawkins worth $207K as of Q2 2026.
  • Mount Yale Investment Advisors bought 2 Hawkins shares in Q2 2026, an estimated $316.
  • Hawkins made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1137 holding.
  • Mount Yale Investment Advisors first reported a position in Hawkins in Q1 2026 and has held it in 2 quarters since.
  • Mount Yale Investment Advisors's Hawkins position peaked at $224K in Q1 2026.
  • 335 funds tracked by Wall St. Rank held Hawkins as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.