Northwestern Mutual Wealth Management
HLMN icon

Northwestern Mutual Wealth Management’s Hillman Solutions HLMN Stock Holding History

Northwestern Mutual Wealth Management’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
2026
Q1 		$7.97K Hold
958
– – ﹤0.01% 3150
2025
Q4 		$8.3K Hold
958
– – ﹤0.01% 3057
2025
Q3 		$8.79K Sell
958
-231
-19% -$2.08K ﹤0.01% 2951
2025
Q2 		$8.49K Sell
1,189
-470
-28% -$3.52K ﹤0.01% 2852
2025
Q1 		$14.6K Buy
1,659
+701
+73% +$6.81K ﹤0.01% 2619
2024
Q4 		$9.33K Buy
+958
New +$10.2K ﹤0.01% 2761
2024
Q3 		– Sell
-434
Closed -$3.84K – 3704
2024
Q2 		$3.84K Hold
434
– – ﹤0.01% 2938
2024
Q1 		$4.62K Buy
+434
New +$4.05K ﹤0.01% 2864
2023
Q3 		– Sell
-36
Closed -$324 – 3399
2023
Q2 		$324 Sell
36
-20
-36% -$167 ﹤0.01% 3205
2023
Q1 		$472 Sell
56
-1,035
-95% -$9.01K ﹤0.01% 3111
2022
Q4 		$7.87K Buy
+1,091
New +$8.21K ﹤0.01% 2585
2021
Q3 		– Sell
-1,000
Closed -$12K – 3099
2021
Q2 		$12K Buy
+1,000
New +$11.1K ﹤0.01% 2369

Other funds holding HLMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return