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Pinnacle Wealth Planning Services’s Hawkins HWKN Stock Holding History

Pinnacle Wealth Planning Services’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 		$74K Buy
521
+10
+2% +$1.58K 0.01% 1040
2026
Q1 		$78.5K Sell
511
-3
-0.6% -$439 0.01% 940
2025
Q4 		$73K Buy
+514
New +$75.7K 0.01% 965

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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's HWKN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Hawkins (HWKN) stake by 2% in Q2 2026, buying an estimated $1.58K and bringing the position to 521 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #1040.

Pinnacle Wealth Planning Services first reported a position in HWKN in Q4 2025 and has held it in 3 quarters since. The position peaked at $78.5K in Q1 2026. 336 funds tracked by Wall St. Rank hold HWKN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 521 shares of Hawkins worth $74K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 10 Hawkins shares in Q2 2026, an estimated $1.58K.
  • Hawkins made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1040 holding.
  • Pinnacle Wealth Planning Services first reported a position in Hawkins in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Hawkins position peaked at $78.5K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held Hawkins as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.