SkyOak Wealth
HWKN icon

SkyOak Wealth’s Hawkins HWKN Stock Holding History

SkyOak Wealth’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
Q3 		– Sell
-1,490
Closed -$212K – 257
2026
Q2 		$212K Buy
+1,490
New +$236K 0.03% 235
2025
Q2 		– Sell
-2,374
Closed -$251K – 259
2025
Q1 		$251K Buy
2,374
+88
+4% +$9.7K 0.06% 193
2024
Q4 		$280K Buy
+2,286
New +$288K 0.06% 188

Other funds holding HWKN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

SkyOak Wealth's HWKN Position: Q3 2026 in Review

SkyOak Wealth sold out of Hawkins (HWKN) in Q3 2026, closing a stake of 1,490 shares — an estimated $212K sold.

SkyOak Wealth first reported a position in HWKN in Q4 2024 and held it in 3 quarters. The position peaked at $280K in Q4 2024. 125 funds tracked by Wall St. Rank hold HWKN as of Q3 2026.

  • SkyOak Wealth reported no remaining Hawkins position as of Q3 2026 after selling out during the quarter.
  • SkyOak Wealth sold 1,490 Hawkins shares in Q3 2026, an estimated $212K.
  • SkyOak Wealth first reported a position in Hawkins in Q4 2024 and held it in 3 quarters.
  • SkyOak Wealth's Hawkins position peaked at $280K in Q4 2024.
  • 125 funds tracked by Wall St. Rank held Hawkins as of Q3 2026.

Based on SkyOak Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.