RFP
HII icon

Root Financial Partners’s Huntington Ingalls Industries HII Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-258
Closed -$98K – 1613
2026
Q1 		$98K Buy
258
+112
+77% +$46.1K ﹤0.01% 572
2025
Q4 		$49.6K Buy
146
+20
+16% +$6.21K ﹤0.01% 718
2025
Q3 		$36.3K Buy
+126
New +$33.6K ﹤0.01% 801

Other funds holding HII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Root Financial Partners's HII Position: Q2 2026 in Review

Root Financial Partners sold out of Huntington Ingalls Industries (HII) in Q2 2026, closing a stake of 258 shares — an estimated $98K sold.

Root Financial Partners first reported a position in HII in Q3 2025 and held it in 3 quarters. The position peaked at $98K in Q1 2026. 811 funds tracked by Wall St. Rank hold HII as of Q2 2026.

  • Root Financial Partners reported no remaining Huntington Ingalls Industries position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 258 Huntington Ingalls Industries shares in Q2 2026, an estimated $98K.
  • Root Financial Partners first reported a position in Huntington Ingalls Industries in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Huntington Ingalls Industries position peaked at $98K in Q1 2026.
  • 811 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.