Physician Wealth Advisors’s Huntington Ingalls Industries HII Stock Holding History

Physician Wealth Advisors’s Portfolio HII Stock Details HII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.6K	Buy	36 +7	+24%	+$2.04K	﹤0.01%	909
2026 Q2	$8.12K	Sell	29 -6	-17%	-$2K	﹤0.01%	929
2026 Q1	$13.3K	Hold	35	–	–	﹤0.01%	729
2025 Q4	$11.9K	Buy	35 +3	+9%	+$931	﹤0.01%	721
2025 Q3	$9.21K	Buy	32 +4	+14%	+$1.07K	﹤0.01%	760
2025 Q2	$6.76K	Buy	28 +22	+367%	+$4.91K	﹤0.01%	727
2025 Q1	$1.22K	Buy	6 +1	+20%	+$190	﹤0.01%	978
2024 Q4	$945	Buy	+5	New	+$1.08K	﹤0.01%	958

Other funds holding HII

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Physician Wealth Advisors's HII Position: Q3 2026 in Review

Physician Wealth Advisors increased its Huntington Ingalls Industries (HII) stake by 24% in Q3 2026, buying an estimated $2.04K and bringing the position to 36 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Physician Wealth Advisors first reported a position in HII in Q4 2024 and has held it in 8 quarters since. The position peaked at $13.3K in Q1 2026. 376 funds tracked by Wall St. Rank hold HII as of Q3 2026.

Physician Wealth Advisors held 36 shares of Huntington Ingalls Industries worth $9.6K as of Q3 2026.
Physician Wealth Advisors bought 7 Huntington Ingalls Industries shares in Q3 2026, an estimated $2.04K.
Huntington Ingalls Industries made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #909 holding.
Physician Wealth Advisors first reported a position in Huntington Ingalls Industries in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's Huntington Ingalls Industries position peaked at $13.3K in Q1 2026.
376 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.