PWA
HLMN icon

Physician Wealth Advisors’s Hillman Solutions HLMN Stock Holding History

Physician Wealth 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
-1,794
Closed -$15.8K – 1879
2025
Q1 		$15.8K Sell
1,794
-111
-6% -$1.08K ﹤0.01% 529
2024
Q4 		$18.6K Buy
+1,905
New +$20.4K ﹤0.01% 524

Other funds holding HLMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Dimensional Fund Advisors
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Physician Wealth Advisors's HLMN Position: Q2 2025 in Review

Physician Wealth Advisors sold out of Hillman Solutions (HLMN) in Q2 2025, closing a stake of 1,794 shares — an estimated $15.8K sold.

Physician Wealth Advisors first reported a position in HLMN in Q4 2024 and held it in 2 quarters. The position peaked at $18.6K in Q4 2024. 230 funds tracked by Wall St. Rank hold HLMN as of Q2 2025.

  • Physician Wealth Advisors reported no remaining Hillman Solutions position as of Q2 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 1,794 Hillman Solutions shares in Q2 2025, an estimated $15.8K.
  • Physician Wealth Advisors first reported a position in Hillman Solutions in Q4 2024 and held it in 2 quarters.
  • Physician Wealth Advisors's Hillman Solutions position peaked at $18.6K in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Hillman Solutions as of Q2 2025.

Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.