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Sanctuary Advisors’s Hillman Solutions HLMN Stock Holding History

Sanctuary 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
2026
Q1 		$150K Buy
18,065
+3,317
+22% +$30K ﹤0.01% 2413
2025
Q4 		$128K Sell
14,748
-7,751
-34% -$69.8K ﹤0.01% 2330
2025
Q3 		$207K Buy
22,499
+68
+0.3% +$614 ﹤0.01% 2256
2025
Q2 		$160K Sell
22,431
-2,722
-11% -$20.4K ﹤0.01% 2210
2025
Q1 		$221K Sell
25,153
-4,811
-16% -$46.7K ﹤0.01% 1983
2024
Q4 		$304K Sell
29,964
-1,689
-5% -$18.1K ﹤0.01% 1991
2024
Q3 		$357K Buy
31,653
+5,273
+20% +$50.9K ﹤0.01% 1901
2024
Q2 		$257K Buy
+26,380
New +$249K ﹤0.01% 2038

Other funds holding HLMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return