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Sound Financial Strategies Group’s Hormel Foods HRL Stock Holding History

Sound Financial Strategies 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
-23,286
Closed -$576K – 115
2025
Q3 		$576K Buy
23,286
+4,705
+25% +$130K 0.42% 84
2025
Q2 		$562K Sell
18,581
-6,018
-24% -$182K 0.48% 81
2025
Q1 		$761K Buy
+24,599
New +$731K 0.68% 42
2024
Q4 		– Sell
-15,397
Closed -$488K – 95
2024
Q3 		$488K Buy
15,397
+1,044
+7% +$33.2K 0.39% 71
2024
Q2 		$438K Buy
+14,353
New +$483K 0.38% 71
2022
Q3 		– Sell
-23,826
Closed -$1.13M – 39
2022
Q2 		$1.13M Buy
+23,826
New +$1.19M 0.88% 11
2021
Q2 		– Sell
-11,472
Closed -$548K – 101
2021
Q1 		$548K Sell
11,472
-12,736
-53% -$602K 0.28% 68
2020
Q4 		$1.13M Buy
24,208
+15,241
+170% +$744K 0.62% 15
2020
Q3 		$438K Sell
8,967
-138
-2% -$6.92K 0.28% 45
2020
Q2 		$439K Hold
9,105
– – 0.28% 43
2020
Q1 		$425K Sell
9,105
-18,370
-67% -$835K 0.29% 31
2019
Q4 		$1.24M Buy
+27,475
New +$1.18M 0.78% 48

Other funds holding HRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sound Financial Strategies Group's HRL Position: Q4 2025 in Review

Sound Financial Strategies Group sold out of Hormel Foods (HRL) in Q4 2025, closing a stake of 23,286 shares — an estimated $576K sold.

Sound Financial Strategies Group first reported a position in HRL in Q4 2019 and held it in 12 quarters. The position peaked at $1.24M in Q4 2019. 641 funds tracked by Wall St. Rank hold HRL as of Q4 2025.

  • Sound Financial Strategies Group reported no remaining Hormel Foods position as of Q4 2025 after selling out during the quarter.
  • Sound Financial Strategies Group sold 23,286 Hormel Foods shares in Q4 2025, an estimated $576K.
  • Sound Financial Strategies Group first reported a position in Hormel Foods in Q4 2019 and held it in 12 quarters.
  • Sound Financial Strategies Group's Hormel Foods position peaked at $1.24M in Q4 2019.
  • 641 funds tracked by Wall St. Rank held Hormel Foods as of Q4 2025.

Based on Sound Financial Strategies Group's 13F filing for Q4 2025, filed 3 Feb 2026.