Sage Private Wealth Group’s Hormel Foods HRL Stock Holding History

Sage Private Wealth Group’s Portfolio HRL Stock Details HRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,166	Closed	-$252K	–	91
2025 Q3	$252K	Buy	+10,166	New	+$282K	0.14%	85

Other funds holding HRL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sage Private Wealth Group's HRL Position: Q4 2025 in Review

Sage Private Wealth Group sold out of Hormel Foods (HRL) in Q4 2025, closing a stake of 10,166 shares — an estimated $252K sold.

Sage Private Wealth Group first reported a position in HRL in Q3 2025 and held it in 1 quarter. The position peaked at $252K in Q3 2025. 641 funds tracked by Wall St. Rank hold HRL as of Q4 2025.

Sage Private Wealth Group reported no remaining Hormel Foods position as of Q4 2025 after selling out during the quarter.
Sage Private Wealth Group sold 10,166 Hormel Foods shares in Q4 2025, an estimated $252K.
Sage Private Wealth Group first reported a position in Hormel Foods in Q3 2025 and held it in 1 quarter.
Sage Private Wealth Group's Hormel Foods position peaked at $252K in Q3 2025.
641 funds tracked by Wall St. Rank held Hormel Foods as of Q4 2025.

Based on Sage Private Wealth Group's 13F filing for Q4 2025, filed 28 Jan 2026.