Summit Trail Advisors’s Hormel Foods HRL Stock Holding History

Summit Trail Advisors’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
2026 Q2	$1.65M	Sell	66,311 -22,683	-25%	-$504K	0.02%	727
2026 Q1	$2.02M	Buy	88,994 +23,085	+35%	+$552K	0.03%	519
2025 Q4	$1.56M	Buy	65,909 +16,142	+32%	+$377K	0.03%	560
2025 Q3	$1.23M	Buy	49,767 +24,147	+94%	+$669K	0.02%	714
2025 Q2	$775K	Buy	+25,620	New	+$773K	0.01%	565
2018 Q1	–	Sell	-143	Closed	-$5K	–	982
2017 Q4	$5K	Buy	+143	New	+$4.81K	﹤0.01%	1415

Other funds holding HRL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Trail Advisors's HRL Position: Q2 2026 in Review

Summit Trail Advisors reduced its Hormel Foods (HRL) stake by 25% in Q2 2026, selling an estimated $504K and leaving 66,311 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #727.

Summit Trail Advisors first reported a position in HRL in Q4 2017 and has held it in 6 quarters since. The position peaked at $2.02M in Q1 2026. 622 funds tracked by Wall St. Rank hold HRL as of Q2 2026.

Summit Trail Advisors held 66,311 shares of Hormel Foods worth $1.65M as of Q2 2026.
Summit Trail Advisors sold 22,683 Hormel Foods shares in Q2 2026, an estimated $504K.
Hormel Foods made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #727 holding.
Summit Trail Advisors first reported a position in Hormel Foods in Q4 2017 and has held it in 6 quarters since.
Summit Trail Advisors's Hormel Foods position peaked at $2.02M in Q1 2026.
622 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.